-16.5%
WDAY vs RMD
+65.1%
-81.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -4.6% | +3.1% | -7.7% | -5.2% |
| 30D | +1.2% | +1.8% | -0.5% | +0.7% |
| 3M | +2.6% | +6.7% | -4.1% | +1.1% |
| 6M | +47.8% | +13.9% | +33.9% | +43.6% |
| YTD | -12.1% | -2.0% | -10.0% | -12.5% |
| 1Y | -17.1% | -5.4% | -11.7% | -17.1% |
| All | -16.5% | +65.1% | -81.6% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling