+26.7%
BTDR vs RMD
-12.4%
+39.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +3.1% |
| 7D | +22.4% | -4.5% | +26.9% | +23.7% |
| 30D | +16.5% | +4.6% | +11.9% | +14.9% |
| 3M | -31.5% | +14.8% | -46.3% | -34.7% |
| 6M | +74.0% | -12.1% | +86.1% | +79.3% |
| YTD | +13.0% | -7.5% | +20.5% | +15.2% |
| 1Y | -0.2% | -20.1% | +19.8% | +5.6% |
| 3Y | +9.9% | +53.9% | -44.0% | +0.8% |
| 5Y | +28.1% | -22.2% | +50.3% | +22.4% |
| All | +26.7% | -12.4% | +39.1% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling