+1,316.2%
RMD vs BUD
+218.9%
+1,097.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -0.2% |
| 7D | +1.2% | +1.3% | -0.1% | +0.8% |
| 30D | +2.5% | +10.0% | -7.6% | -0.3% |
| 3M | +11.5% | +1.6% | +10.0% | +10.9% |
| 6M | +14.7% | +6.5% | +8.2% | +12.3% |
| YTD | -1.3% | +34.8% | -36.2% | -10.0% |
| 1Y | -5.3% | +36.5% | -41.7% | -13.9% |
| 3Y | +68.8% | +49.0% | +19.8% | +47.2% |
| 5Y | -5.9% | +51.7% | -57.6% | -19.3% |
| 10Y | +348.7% | -7.5% | +356.2% | +327.7% |
| All | +1,316.2% | +218.9% | +1,097.3% | +753.8% |
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