+1,337.0%
RMD vs WU
-19.5%
+1,356.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.1% |
| 7D | +3.1% | +11.0% | -7.9% | -0.2% |
| 30D | +1.8% | +13.4% | -11.6% | -2.2% |
| 3M | +6.7% | +2.2% | +4.5% | +5.7% |
| 6M | +13.9% | -18.2% | +32.1% | +19.5% |
| YTD | -2.0% | -18.3% | +16.3% | +2.4% |
| 1Y | -5.4% | -12.2% | +6.8% | -3.5% |
| 3Y | +67.4% | -20.8% | +88.2% | +73.3% |
| 5Y | -5.7% | -42.6% | +36.8% | +5.6% |
| 10Y | +338.4% | -35.5% | +373.8% | +360.5% |
| All | +1,337.0% | -19.5% | +1,356.5% | +1,134.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling