+275.4%
RMD vs BWA
+142.7%
+132.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.2% |
| 7D | -4.7% | +0.1% | -4.9% | -4.8% |
| 30D | +0.2% | -5.6% | +5.8% | +1.3% |
| 3M | +12.0% | -10.7% | +22.7% | +14.2% |
| 6M | -12.5% | +23.2% | -35.7% | -17.4% |
| YTD | -7.9% | +46.0% | -53.9% | -17.4% |
| 1Y | -20.4% | +51.2% | -71.5% | -29.3% |
| 3Y | +53.1% | +69.6% | -16.4% | +29.6% |
| 5Y | -22.1% | +86.6% | -108.7% | -36.9% |
| 10Y | +275.4% | +152.3% | +123.1% | +173.7% |
| All | +275.4% | +142.7% | +132.7% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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