+72.5%
RMD vs WY
-23.6%
+96.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.3% |
| 7D | +2.1% | -0.8% | +2.9% | +2.3% |
| 30D | +2.1% | +10.1% | -8.0% | -1.1% |
| 3M | +6.2% | -15.4% | +21.6% | +11.9% |
| 6M | +19.4% | -8.3% | +27.7% | +22.5% |
| YTD | +0.5% | -9.8% | +10.3% | +3.3% |
| 1Y | -3.9% | -3.9% | -0.1% | -3.3% |
| 3Y | +72.5% | -23.3% | +95.9% | +84.5% |
| All | +72.5% | -23.6% | +96.2% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling