+44.2%
BP vs RMD
+57.4%
-13.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -11.6% | +2.3% | -14.0% | -11.7% |
| 30D | 0.0% | +4.1% | -4.1% | -0.1% |
| 3M | +6.7% | +5.7% | +1.0% | +6.4% |
| 6M | +2.2% | +12.9% | -10.7% | +1.5% |
| YTD | +33.0% | -1.5% | +34.5% | +33.7% |
| 1Y | +30.7% | -4.8% | +35.5% | +31.8% |
| 3Y | +44.2% | +57.5% | -13.3% | +40.2% |
| All | +44.2% | +57.4% | -13.2% | +40.2% |
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