+16.5%
BTDR vs RMD
-22.7%
+39.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.4% |
| 7D | -3.2% | -4.2% | +1.0% | -2.2% |
| 30D | +32.7% | -2.1% | +34.7% | +33.3% |
| 3M | -28.4% | +13.8% | -42.1% | -31.6% |
| 6M | +51.7% | -10.6% | +62.3% | +55.6% |
| YTD | +2.9% | -8.1% | +10.9% | +5.0% |
| 1Y | -15.5% | -18.0% | +2.5% | -11.1% |
| 3Y | 0.0% | +52.9% | -52.9% | -8.4% |
| 5Y | +16.5% | -22.3% | +38.7% | +13.1% |
| All | +16.5% | -22.7% | +39.2% | +13.1% |
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