+595.8%
WDC vs RMD
-6.1%
+601.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -16.7% | +3.1% | -19.8% | -17.4% |
| 30D | -27.2% | +1.8% | -29.0% | -27.6% |
| 3M | -34.0% | +6.7% | -40.7% | -35.3% |
| 6M | -39.7% | +13.9% | -53.6% | -42.6% |
| YTD | +68.1% | -2.0% | +70.1% | +68.3% |
| 1Y | +66.3% | -5.4% | +71.7% | +68.3% |
| 3Y | +754.4% | +67.4% | +687.0% | +596.4% |
| 5Y | +595.8% | -5.7% | +601.5% | +558.3% |
| All | +595.8% | -6.1% | +601.9% | +558.3% |
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