-4.5%
RMD vs BBWI
+1.6%
-6.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | -0.8% | -7.7% | +6.9% | -0.3% |
| 30D | +1.7% | +24.8% | -23.1% | +0.6% |
| 3M | +6.4% | +16.2% | -9.8% | +5.4% |
| 6M | +20.7% | +15.8% | +4.9% | +19.7% |
| YTD | -0.2% | +11.4% | -11.6% | -0.5% |
| 1Y | -4.5% | +3.2% | -7.7% | -4.9% |
| All | -4.5% | +1.6% | -6.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling