+11.4%
WBD vs RMD
+274.3%
-263.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -0.7% | -4.4% | +3.7% | +0.2% |
| 30D | +1.4% | -3.1% | +4.6% | +2.0% |
| 3M | +4.4% | +13.8% | -9.4% | +1.2% |
| 6M | +0.8% | -8.6% | +9.4% | +2.2% |
| YTD | -2.7% | -8.6% | +5.9% | -1.7% |
| 1Y | +73.4% | -19.7% | +93.1% | +79.9% |
| 3Y | +142.1% | +48.4% | +93.8% | +116.4% |
| 5Y | +7.2% | -22.7% | +30.0% | +6.8% |
| All | +11.4% | +274.3% | -263.0% | -11.9% |
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