+68.8%
RMD vs BN
+102.8%
-34.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.7% | -1.1% |
| 7D | +1.2% | +3.6% | -2.4% | 0.0% |
| 30D | +2.5% | +15.9% | -13.4% | -2.5% |
| 3M | +11.5% | -2.3% | +13.9% | +12.3% |
| 6M | +14.7% | -8.4% | +23.1% | +17.6% |
| YTD | -1.3% | -5.9% | +4.5% | -0.4% |
| 1Y | -5.3% | -5.6% | +0.3% | -4.6% |
| 3Y | +68.8% | +104.2% | -35.5% | +20.1% |
| All | +68.8% | +102.8% | -34.0% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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