+1.1%
BSX vs RMD
-22.6%
+23.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -7.0% | -4.7% | -2.3% | -5.8% |
| 30D | -10.9% | +0.2% | -11.1% | -10.9% |
| 3M | -8.2% | +12.0% | -20.2% | -10.9% |
| 6M | -37.5% | -12.5% | -24.9% | -35.7% |
| YTD | -52.8% | -7.9% | -44.9% | -52.4% |
| 1Y | -58.4% | -20.4% | -38.0% | -56.4% |
| 3Y | -16.5% | +53.1% | -69.7% | -30.0% |
| All | +1.1% | -22.6% | +23.7% | +7.0% |
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