+105.1%
BTI vs RMD
+51.0%
+54.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -2.4% | -4.7% | +2.3% | -2.0% |
| 30D | -4.8% | +0.2% | -5.0% | -4.8% |
| 3M | -8.1% | +12.0% | -20.1% | -9.2% |
| 6M | -4.2% | -12.5% | +8.3% | -3.7% |
| YTD | -1.3% | -7.9% | +6.6% | -1.1% |
| 1Y | +2.1% | -20.4% | +22.5% | +3.2% |
| All | +105.1% | +51.0% | +54.1% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling