+42,172.8%
RMD vs BBWI
+811.1%
+41,361.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +3.1% | -4.2% | +7.3% | +3.8% |
| 30D | +1.8% | +24.9% | -23.1% | -2.1% |
| 3M | +6.7% | +13.2% | -6.5% | +3.8% |
| 6M | +13.9% | +12.1% | +1.8% | +10.3% |
| YTD | -2.0% | +11.1% | -13.1% | -5.9% |
| 1Y | -5.4% | +0.7% | -6.1% | -8.5% |
| 3Y | +67.4% | -23.8% | +91.1% | +63.9% |
| 5Y | -5.7% | -66.9% | +61.2% | +3.3% |
| 10Y | +338.4% | -45.3% | +383.7% | +284.5% |
| All | +42,172.8% | +811.1% | +41,361.7% | +16,314.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling