+136.9%
BP vs RMD
-22.5%
+159.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.2% | +5.6% | +2.7% |
| 7D | +0.9% | -4.5% | +5.4% | +1.2% |
| 30D | +9.1% | +4.6% | +4.5% | +8.7% |
| 3M | +3.9% | +14.8% | -10.9% | +2.5% |
| 6M | +13.6% | -12.1% | +25.7% | +14.9% |
| YTD | +34.0% | -7.5% | +41.5% | +34.8% |
| 1Y | +39.2% | -20.1% | +59.2% | +42.0% |
| 3Y | +36.4% | +53.9% | -17.5% | +29.4% |
| All | +136.9% | -22.5% | +159.4% | +120.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling