+9.2%
WBD vs RMD
+315.1%
-305.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -8.6% | +19.5% | +12.2% |
| 7D | +10.9% | -8.6% | +19.5% | +12.2% |
| 30D | +10.9% | -8.6% | +19.5% | +12.2% |
| 3M | +10.9% | -8.6% | +19.5% | +12.2% |
| 6M | +10.9% | -8.6% | +19.5% | +12.2% |
| YTD | +10.9% | -8.6% | +19.5% | +12.2% |
| 1Y | +10.9% | -8.6% | +19.5% | +12.2% |
| 3Y | +10.9% | -8.6% | +19.5% | +12.2% |
| 5Y | +18.4% | -9.6% | +28.0% | +19.9% |
| All | +9.2% | +315.1% | -305.9% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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