+5,184.1%
RMD vs BB
+325.9%
+4,858.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +3.1% | +11.6% | -8.5% | +1.9% |
| 30D | +1.8% | +2.6% | -0.8% | +1.3% |
| 3M | +6.7% | +3.5% | +3.2% | +5.7% |
| 6M | +13.9% | +43.5% | -29.6% | +7.6% |
| YTD | -2.0% | +141.2% | -143.2% | -12.8% |
| 1Y | -5.4% | +97.4% | -102.8% | -14.2% |
| 3Y | +67.4% | +151.1% | -83.7% | +43.3% |
| 5Y | -5.7% | -12.8% | +7.1% | -12.0% |
| 10Y | +338.4% | +27.5% | +310.9% | +248.5% |
| All | +5,184.1% | +325.9% | +4,858.2% | +3,240.0% |
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