+1,313.5%
RMD vs BUD
+214.6%
+1,098.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | +2.3% | +4.5% | -2.1% | +1.1% |
| 30D | +4.1% | +12.5% | -8.4% | +0.7% |
| 3M | +5.7% | 0.0% | +5.7% | +5.5% |
| 6M | +12.9% | +3.8% | +9.1% | +11.4% |
| YTD | -1.5% | +33.1% | -34.6% | -9.8% |
| 1Y | -4.8% | +35.5% | -40.3% | -13.3% |
| 3Y | +57.5% | +49.4% | +8.1% | +37.2% |
| 5Y | -5.5% | +48.0% | -53.5% | -18.4% |
| 10Y | +357.8% | -8.6% | +366.4% | +337.5% |
| All | +1,313.5% | +214.6% | +1,098.9% | +755.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling