+33.7%
BP vs RMD
+53.4%
-19.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +3.9% | -5.0% | +8.9% | +4.1% |
| 30D | +7.6% | +2.2% | +5.4% | +7.4% |
| 3M | +0.7% | +17.8% | -17.1% | -0.3% |
| 6M | +15.5% | -11.3% | +26.8% | +16.9% |
| YTD | +30.8% | -4.4% | +35.3% | +31.7% |
| 1Y | +34.3% | -15.7% | +50.0% | +36.5% |
| All | +33.7% | +53.4% | -19.6% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling