-69.4%
BTDR vs RMD
-1.9%
-67.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.9% | -11.6% | -5.5% |
| 7D | -17.6% | -3.9% | -13.7% | -16.9% |
| 30D | -40.3% | +7.9% | -48.2% | -39.5% |
| 3M | -42.6% | +8.1% | -50.7% | -41.7% |
| 6M | -46.3% | +15.5% | -61.8% | -45.4% |
| YTD | -41.7% | +0.7% | -42.4% | -30.6% |
| 1Y | -69.4% | -1.4% | -68.0% | -64.7% |
| All | -69.4% | -1.9% | -67.5% | -64.7% |
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