+292.6%
WDAY vs RMD
+618.0%
-325.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.5% |
| 7D | -5.3% | -0.8% | -4.5% | -5.0% |
| 30D | +1.5% | +1.7% | -0.1% | +0.6% |
| 3M | +5.5% | +6.4% | -0.9% | +2.8% |
| 6M | +57.4% | +20.7% | +36.7% | +45.8% |
| YTD | -11.0% | -0.2% | -10.8% | -12.0% |
| 1Y | -15.8% | -4.5% | -11.3% | -15.4% |
| 3Y | -16.9% | +70.5% | -87.4% | -36.8% |
| 5Y | -35.3% | -1.6% | -33.6% | -39.1% |
| 10Y | +131.0% | +342.7% | -211.6% | +18.5% |
| All | +292.6% | +618.0% | -325.4% | +75.0% |
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