+275.4%
RMD vs WWD
+479.8%
-204.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -4.7% | +0.6% | -5.4% | -4.9% |
| 30D | +0.2% | -5.1% | +5.3% | +1.4% |
| 3M | +12.0% | -11.2% | +23.2% | +14.7% |
| 6M | -12.5% | -12.0% | -0.5% | -10.5% |
| YTD | -7.9% | +12.0% | -19.9% | -11.9% |
| 1Y | -20.4% | +42.8% | -63.2% | -28.8% |
| 3Y | +53.1% | +168.9% | -115.8% | +13.8% |
| 5Y | -22.1% | +192.2% | -214.3% | -44.4% |
| 10Y | +275.4% | +495.3% | -219.9% | +107.8% |
| All | +275.4% | +479.8% | -204.4% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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