+1,993.5%
RMD vs WTW
+1,101.3%
+892.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -4.2% | -7.8% | +3.6% | -1.5% |
| 30D | -2.1% | -7.9% | +5.8% | +0.7% |
| 3M | +13.8% | +19.9% | -6.2% | +6.7% |
| 6M | -10.6% | +9.8% | -20.4% | -14.1% |
| YTD | -8.1% | -3.3% | -4.7% | -8.4% |
| 1Y | -18.0% | -3.3% | -14.7% | -18.4% |
| 3Y | +52.9% | +61.5% | -8.7% | +24.2% |
| 5Y | -22.3% | +42.6% | -64.8% | -34.3% |
| 10Y | +274.8% | +197.1% | +77.7% | +141.2% |
| All | +1,993.5% | +1,101.3% | +892.2% | +864.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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