+68.8%
RMD vs BBWI
-25.2%
+94.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | 0.0% |
| 7D | +1.2% | -6.2% | +7.4% | +1.9% |
| 30D | +2.5% | +25.5% | -23.0% | +0.1% |
| 3M | +11.5% | +8.0% | +3.6% | +10.3% |
| 6M | +14.7% | +12.7% | +2.0% | +12.6% |
| YTD | -1.3% | +11.6% | -13.0% | -3.6% |
| 1Y | -5.3% | -0.9% | -4.4% | -6.4% |
| 3Y | +68.8% | -22.7% | +91.4% | +59.1% |
| All | +68.8% | -25.2% | +94.0% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling