+41,132.7%
RMD vs BEN
+1,456.0%
+39,676.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -1.4% |
| 7D | -5.0% | +0.2% | -5.2% | -5.1% |
| 30D | +2.2% | -0.5% | +2.8% | +2.3% |
| 3M | +17.8% | +9.7% | +8.1% | +14.4% |
| 6M | -11.3% | +33.9% | -45.2% | -19.3% |
| YTD | -4.4% | +49.0% | -53.4% | -15.9% |
| 1Y | -15.7% | +42.1% | -57.8% | -24.9% |
| 3Y | +47.7% | +51.9% | -4.1% | +26.0% |
| 5Y | -19.2% | +39.0% | -58.3% | -30.9% |
| 10Y | +280.4% | +57.9% | +222.5% | +192.6% |
| All | +41,132.7% | +1,456.0% | +39,676.7% | +12,752.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling