+5,321.4%
RMD vs BB
+314.8%
+5,006.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.5% |
| 7D | +2.1% | +1.8% | +0.2% | +1.9% |
| 30D | +2.1% | +8.1% | -6.1% | +1.1% |
| 3M | +6.2% | -1.0% | +7.2% | +5.7% |
| 6M | +19.4% | +45.9% | -26.5% | +12.6% |
| YTD | +0.5% | +134.8% | -134.3% | -10.3% |
| 1Y | -3.9% | +104.6% | -108.5% | -13.2% |
| 3Y | +72.5% | +152.8% | -80.3% | +47.6% |
| 5Y | -1.5% | -17.4% | +15.9% | -7.6% |
| 10Y | +345.8% | +22.4% | +323.4% | +255.9% |
| All | +5,321.4% | +314.8% | +5,006.7% | +3,335.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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