+296.4%
WBD vs RMD
+1,519.7%
-1,223.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +0.5% |
| 7D | -0.7% | -4.5% | +3.8% | +0.7% |
| 30D | +5.0% | +4.6% | +0.4% | +3.5% |
| 3M | +6.2% | +14.8% | -8.5% | +1.1% |
| 6M | +0.6% | -12.1% | +12.7% | +3.6% |
| YTD | -2.4% | -7.5% | +5.0% | -1.4% |
| 1Y | +127.7% | -20.1% | +147.8% | +140.3% |
| 3Y | +148.4% | +53.9% | +94.5% | +106.8% |
| 5Y | +4.2% | -22.2% | +26.4% | +5.5% |
| 10Y | +10.8% | +268.2% | -257.4% | -41.5% |
| All | +296.4% | +1,519.7% | -1,223.3% | +2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling