+42,970.9%
RMD vs BN
+16,214.3%
+26,756.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.1% |
| 7D | -0.8% | -2.4% | +1.6% | -0.1% |
| 30D | +1.7% | +13.5% | -11.8% | -2.2% |
| 3M | +6.4% | -5.9% | +12.3% | +8.3% |
| 6M | +20.7% | -8.9% | +29.6% | +23.9% |
| YTD | -0.2% | -7.9% | +7.7% | +1.6% |
| 1Y | -4.5% | -8.3% | +3.8% | -2.8% |
| 3Y | +70.5% | +100.8% | -30.2% | +34.1% |
| 5Y | -1.6% | +38.2% | -39.8% | -14.8% |
| 10Y | +342.7% | +302.3% | +40.3% | +176.5% |
| All | +42,970.9% | +16,214.3% | +26,756.5% | +17,598.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling