+1,359.8%
WDC vs RMD
+52.4%
+1,307.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +2.6% |
| 7D | +6.0% | -4.5% | +10.5% | +6.6% |
| 30D | +9.9% | +4.6% | +5.3% | +9.0% |
| 3M | -9.4% | +14.8% | -24.2% | -12.3% |
| 6M | +94.7% | -12.1% | +106.8% | +102.2% |
| YTD | +177.4% | -7.5% | +184.8% | +184.3% |
| 1Y | +412.6% | -20.1% | +432.6% | +445.2% |
| 3Y | +1,359.8% | +53.9% | +1,305.9% | +1,254.4% |
| All | +1,359.8% | +52.4% | +1,307.4% | +1,254.4% |
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