+53.9%
RMD vs WU
-27.2%
+81.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.6% |
| 7D | -4.5% | -0.8% | -3.6% | -4.3% |
| 30D | +4.6% | -1.1% | +5.7% | +4.8% |
| 3M | +14.8% | -1.8% | +16.6% | +14.1% |
| 6M | -12.1% | -23.9% | +11.8% | -7.0% |
| YTD | -7.5% | -20.4% | +12.9% | -3.5% |
| 1Y | -20.1% | -10.6% | -9.5% | -19.6% |
| 3Y | +53.9% | -27.7% | +81.6% | +60.1% |
| All | +53.9% | -27.2% | +81.1% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling