+41,132.7%
RMD vs BBWI
+721.1%
+40,411.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.9% |
| 7D | -5.0% | +1.5% | -6.5% | -5.2% |
| 30D | +2.2% | -5.2% | +7.4% | +2.8% |
| 3M | +17.8% | +11.1% | +6.7% | +15.0% |
| 6M | -11.3% | -13.4% | +2.0% | -10.4% |
| YTD | -4.4% | +0.1% | -4.5% | -6.2% |
| 1Y | -15.7% | -36.1% | +20.4% | -11.7% |
| 3Y | +47.7% | -44.1% | +91.8% | +53.1% |
| 5Y | -19.2% | -66.2% | +47.0% | -11.7% |
| 10Y | +280.4% | -54.8% | +335.2% | +247.3% |
| All | +41,132.7% | +721.1% | +40,411.6% | +16,259.6% |
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