-34.8%
BROS vs RMD
-14.6%
-20.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -6.7% | -5.0% | -1.7% | -5.2% |
| 30D | -29.1% | +2.2% | -31.3% | -29.4% |
| 3M | -16.7% | +17.8% | -34.6% | -21.9% |
| 6M | -11.6% | -11.3% | -0.3% | -5.4% |
| YTD | -23.9% | -4.4% | -19.5% | -19.6% |
| 1Y | -34.8% | -15.7% | -19.1% | -32.9% |
| All | -34.8% | -14.6% | -20.2% | -32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling