+354.4%
RMD vs BUD
-3.2%
+357.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.1% | -1.6% | +1.7% | +0.4% |
| 30D | +1.9% | +6.7% | -4.7% | +0.4% |
| 3M | +6.3% | +5.9% | +0.4% | +4.9% |
| 6M | +18.2% | +5.1% | +13.2% | +16.7% |
| YTD | +0.3% | +32.9% | -32.6% | -6.4% |
| 1Y | -4.3% | +31.8% | -36.1% | -10.5% |
| 3Y | +71.3% | +47.4% | +23.9% | +54.4% |
| 5Y | -1.8% | +50.8% | -52.6% | -12.8% |
| All | +354.4% | -3.2% | +357.6% | +310.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling