+752.5%
BP vs RMD
+36,837.6%
-36,085.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +3.9% | -5.0% | +8.9% | +4.6% |
| 30D | +7.6% | +2.2% | +5.4% | +7.2% |
| 3M | +0.7% | +17.8% | -17.1% | -1.8% |
| 6M | +15.5% | -11.3% | +26.8% | +16.7% |
| YTD | +30.8% | -4.4% | +35.3% | +30.9% |
| 1Y | +34.3% | -15.7% | +50.0% | +36.5% |
| 3Y | +35.1% | +47.7% | -12.7% | +25.6% |
| 5Y | +126.8% | -19.2% | +146.0% | +126.0% |
| 10Y | +123.4% | +280.4% | -157.0% | +81.0% |
| All | +752.5% | +36,837.6% | -36,085.2% | +422.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling