+67.4%
RMD vs BEN
+87.4%
-20.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | +3.1% | +12.1% | -9.0% | +0.1% |
| 30D | +1.8% | +13.4% | -11.6% | -1.4% |
| 3M | +6.7% | +9.4% | -2.7% | +4.2% |
| 6M | +13.9% | +19.3% | -5.4% | +8.8% |
| YTD | -2.0% | +57.3% | -59.3% | -12.6% |
| 1Y | -5.4% | +69.1% | -74.5% | -17.1% |
| 3Y | +67.4% | +85.6% | -18.2% | +40.3% |
| All | +67.4% | +87.4% | -20.0% | +40.3% |
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