-19.4%
WDAY vs RMD
-20.7%
+1.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -7.4% | -4.7% | -2.6% | -6.0% |
| 30D | +1.0% | +0.2% | +0.8% | +1.1% |
| 3M | +32.7% | +12.0% | +20.7% | +29.5% |
| 6M | +25.6% | -12.5% | +38.1% | +27.7% |
| YTD | -13.4% | -7.9% | -5.4% | -12.9% |
| 1Y | -19.4% | -20.4% | +1.0% | -16.3% |
| All | -19.4% | -20.7% | +1.3% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling