+53.9%
RMD vs BEN
+56.8%
-3.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -4.5% | +4.7% | -9.1% | -5.6% |
| 30D | +4.6% | +2.6% | +2.0% | +3.9% |
| 3M | +14.8% | +11.5% | +3.3% | +11.6% |
| 6M | -12.1% | +35.3% | -47.4% | -18.9% |
| YTD | -7.5% | +48.6% | -56.1% | -16.6% |
| 1Y | -20.1% | +46.7% | -66.8% | -27.9% |
| 3Y | +53.9% | +57.0% | -3.1% | +35.6% |
| All | +53.9% | +56.8% | -3.0% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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