-49.6%
BTDR vs RMD
-3.5%
-46.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.3% | -8.9% | -8.6% |
| 7D | -6.9% | +2.1% | -9.0% | -6.9% |
| 30D | -31.5% | +2.1% | -33.6% | -30.9% |
| 3M | -36.1% | +6.2% | -42.3% | -35.4% |
| 6M | -57.6% | +19.4% | -77.0% | -58.3% |
| YTD | -50.0% | +0.5% | -50.6% | -39.7% |
| 1Y | -49.6% | -3.9% | -45.6% | -39.3% |
| All | -49.6% | -3.5% | -46.1% | -39.3% |
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 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