+5,054.1%
RMD vs BB
+258.8%
+4,795.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -5.0% | -5.6% | +0.7% | -4.4% |
| 30D | +2.2% | -11.8% | +14.0% | +3.4% |
| 3M | +17.8% | -25.5% | +43.4% | +20.3% |
| 6M | -11.3% | +121.3% | -132.6% | -20.1% |
| YTD | -4.4% | +103.2% | -107.6% | -13.1% |
| 1Y | -15.7% | +102.6% | -118.4% | -23.7% |
| 3Y | +47.7% | +37.5% | +10.2% | +34.8% |
| 5Y | -19.2% | -30.4% | +11.2% | -22.7% |
| 10Y | +280.4% | 0.0% | +280.4% | +211.5% |
| All | +5,054.1% | +258.8% | +4,795.3% | +3,230.7% |
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