+21.5%
BX vs RMD
+50.8%
-29.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.8% |
| 7D | -8.9% | -4.2% | -4.7% | -7.7% |
| 30D | -14.8% | -2.1% | -12.7% | -14.2% |
| 3M | +6.9% | +13.8% | -6.8% | +2.7% |
| 6M | +16.3% | -10.6% | +26.9% | +19.6% |
| YTD | -16.1% | -8.1% | -8.0% | -14.6% |
| 1Y | -26.8% | -18.0% | -8.8% | -23.1% |
| All | +21.5% | +50.8% | -29.2% | +6.1% |
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 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