+271.5%
RMD vs WY
+7.6%
+263.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -4.4% | -4.2% | -0.2% | -3.0% |
| 30D | -3.1% | -10.1% | +6.9% | +0.5% |
| 3M | +13.8% | -8.5% | +22.3% | +17.2% |
| 6M | -8.6% | -3.3% | -5.2% | -7.8% |
| YTD | -8.6% | -4.4% | -4.2% | -7.7% |
| 1Y | -19.7% | -11.5% | -8.2% | -16.8% |
| 3Y | +48.4% | -24.3% | +72.7% | +59.8% |
| 5Y | -22.7% | -21.3% | -1.4% | -18.7% |
| All | +271.5% | +7.6% | +263.9% | +233.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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