-1.4%
RMD vs WU
-18.0%
+16.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +5.4% | +0.5% | +4.8% |
| 7D | -3.9% | +8.2% | -12.1% | -5.4% |
| 30D | +7.9% | +8.0% | -0.1% | +6.2% |
| 3M | +8.1% | -6.6% | +14.7% | +9.2% |
| 6M | +15.5% | -23.3% | +38.8% | +20.0% |
| YTD | +0.7% | -22.4% | +23.1% | +3.3% |
| 1Y | -1.4% | -18.0% | +16.6% | -1.1% |
| All | -1.4% | -18.0% | +16.6% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling