+88.5%
WDC vs RMD
-3.5%
+92.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.0% |
| 7D | +12.1% | +2.1% | +10.0% | +12.5% |
| 30D | -18.8% | +2.1% | -20.9% | -17.7% |
| 3M | -39.3% | +6.2% | -45.5% | -37.7% |
| 6M | -40.1% | +19.4% | -59.5% | -36.0% |
| YTD | +71.8% | +0.5% | +71.3% | +102.0% |
| 1Y | +88.5% | -3.9% | +92.4% | +125.0% |
| All | +88.5% | -3.5% | +92.0% | +125.0% |
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 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