+542.6%
BSX vs RMD
+35,656.8%
-35,114.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.2% | -2.7% | -5.2% |
| 7D | -6.4% | -4.5% | -2.0% | -5.5% |
| 30D | -8.8% | +4.6% | -13.4% | -9.6% |
| 3M | -7.6% | +14.8% | -22.4% | -10.3% |
| 6M | -37.0% | -12.1% | -24.9% | -35.3% |
| YTD | -52.8% | -7.5% | -45.3% | -52.3% |
| 1Y | -58.4% | -20.1% | -38.3% | -56.7% |
| 3Y | -16.5% | +53.9% | -70.4% | -25.6% |
| 5Y | -1.2% | -22.2% | +21.0% | +0.3% |
| 10Y | +83.7% | +268.2% | -184.5% | +35.9% |
| All | +542.6% | +35,656.8% | -35,114.2% | +205.1% |
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 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