-43.9%
BTDR vs RMD
-7.7%
-36.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.3% | -8.9% | -8.7% |
| 7D | -6.9% | +2.1% | -9.0% | -7.3% |
| 30D | -31.5% | +2.1% | -33.6% | -31.9% |
| 3M | -36.1% | +6.2% | -42.3% | -37.1% |
| 6M | -57.6% | +19.4% | -77.0% | -60.1% |
| YTD | -50.0% | +0.5% | -50.6% | -50.2% |
| 1Y | -49.6% | -3.9% | -45.6% | -49.1% |
| 3Y | +48.5% | +72.5% | -24.0% | +31.3% |
| All | -43.9% | -7.7% | -36.3% | -46.1% |
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 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