+336.3%
WBD vs RMD
+1,532.9%
-1,196.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +205.5% | +59.3% | +146.2% | +154.5% |
| 7D | +205.5% | +59.3% | +146.2% | +154.5% |
| 30D | +205.5% | +59.3% | +146.2% | +154.5% |
| 3M | +205.5% | +59.3% | +146.2% | +154.5% |
| 6M | +205.5% | +59.3% | +146.2% | +154.5% |
| YTD | +205.5% | +59.3% | +146.2% | +154.5% |
| 1Y | +205.5% | +59.3% | +146.2% | +154.5% |
| 3Y | +206.7% | +57.7% | +149.0% | +156.3% |
| 5Y | +18.4% | -9.6% | +28.0% | +15.5% |
| 10Y | +11.8% | +289.5% | -277.8% | -41.6% |
| All | +336.3% | +1,532.9% | -1,196.7% | +13.2% |
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