+19.6%
BTDR vs RMD
-13.5%
+33.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.9% |
| 7D | -3.4% | -4.4% | +1.0% | -2.4% |
| 30D | +32.6% | -3.1% | +35.7% | +33.5% |
| 3M | -32.2% | +13.8% | -46.0% | -35.3% |
| 6M | +52.4% | -8.6% | +60.9% | +55.2% |
| YTD | +6.7% | -8.6% | +15.3% | +9.0% |
| 1Y | -15.2% | -19.7% | +4.4% | -10.4% |
| 3Y | +14.9% | +48.4% | -33.5% | +6.2% |
| 5Y | +20.8% | -22.7% | +43.5% | +15.8% |
| All | +19.6% | -13.5% | +33.1% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling