+5,666.5%
WDC vs RMD
+38,649.8%
-32,983.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +16.3% | +0.1% | +16.2% | +16.3% |
| 30D | -18.3% | +1.9% | -20.2% | -18.8% |
| 3M | -31.4% | +6.3% | -37.7% | -32.7% |
| 6M | -36.3% | +18.2% | -54.5% | -39.8% |
| YTD | +80.8% | +0.3% | +80.6% | +77.8% |
| 1Y | +87.7% | -4.3% | +92.0% | +86.5% |
| 3Y | +819.4% | +71.3% | +748.2% | +680.3% |
| 5Y | +583.2% | -1.8% | +585.0% | +554.4% |
| 10Y | +689.8% | +344.6% | +345.2% | +433.3% |
| All | +5,666.5% | +38,649.8% | -32,983.2% | +2,075.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling