+991.6%
WDC vs RMD
-22.9%
+1,014.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +7.5% | -4.7% | +12.2% | +8.7% |
| 30D | +10.1% | +0.2% | +9.8% | +9.7% |
| 3M | -6.8% | +12.0% | -18.8% | -10.7% |
| 6M | +84.1% | -12.5% | +96.7% | +90.6% |
| YTD | +180.3% | -7.9% | +188.2% | +185.2% |
| 1Y | +411.1% | -20.4% | +431.5% | +443.9% |
| 3Y | +1,375.0% | +53.1% | +1,321.9% | +1,128.9% |
| 5Y | +991.6% | -22.1% | +1,013.7% | +907.1% |
| All | +991.6% | -22.9% | +1,014.5% | +907.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling