+1,228.2%
WDC vs RMD
+276.6%
+951.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.3% | -4.4% |
| 7D | +4.4% | -4.2% | +8.6% | +5.9% |
| 30D | +5.3% | -2.1% | +7.3% | +5.7% |
| 3M | -5.9% | +13.8% | -19.7% | -11.7% |
| 6M | +73.2% | -10.6% | +83.9% | +77.5% |
| YTD | +167.8% | -8.1% | +175.9% | +171.1% |
| 1Y | +386.0% | -18.0% | +403.9% | +412.3% |
| 3Y | +1,309.7% | +52.9% | +1,256.8% | +1,016.9% |
| 5Y | +957.1% | -22.3% | +979.4% | +987.9% |
| All | +1,228.2% | +276.6% | +951.6% | +722.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling