+43,271.4%
RMD vs WY
+265.4%
+43,006.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.2% |
| 7D | +2.1% | -0.8% | +2.9% | +2.3% |
| 30D | +2.1% | +10.1% | -8.0% | -0.9% |
| 3M | +6.2% | -15.4% | +21.6% | +11.3% |
| 6M | +19.4% | -8.3% | +27.7% | +21.9% |
| YTD | +0.5% | -9.8% | +10.3% | +2.9% |
| 1Y | -3.9% | -3.9% | -0.1% | -3.6% |
| 3Y | +72.5% | -23.3% | +95.9% | +82.7% |
| 5Y | -1.5% | -31.2% | +29.7% | +6.9% |
| 10Y | +345.8% | +5.5% | +340.2% | +302.6% |
| All | +43,271.4% | +265.4% | +43,006.0% | +28,690.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling