+6.7%
WBD vs RMD
-22.6%
+29.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -1.7% | -4.7% | +3.0% | -0.6% |
| 30D | +3.9% | +0.2% | +3.6% | +3.7% |
| 3M | +5.1% | +12.0% | -6.9% | +1.7% |
| 6M | +0.6% | -12.5% | +13.1% | +3.5% |
| YTD | -3.2% | -7.9% | +4.8% | -2.1% |
| 1Y | +127.7% | -20.4% | +148.0% | +139.3% |
| 3Y | +146.6% | +53.1% | +93.4% | +109.0% |
| All | +6.7% | -22.6% | +29.3% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling