+103.9%
BP vs RMD
-5.3%
+109.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -11.6% | +2.3% | -14.0% | -11.8% |
| 30D | 0.0% | +4.1% | -4.1% | -0.3% |
| 3M | +6.7% | +5.7% | +1.0% | +6.1% |
| 6M | +2.2% | +12.9% | -10.7% | +0.9% |
| YTD | +33.0% | -1.5% | +34.5% | +33.1% |
| 1Y | +30.7% | -4.8% | +35.5% | +31.3% |
| 3Y | +44.2% | +57.5% | -13.3% | +36.0% |
| All | +103.9% | -5.3% | +109.2% | +101.9% |
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