+142.0%
WEC vs RMD
+274.3%
-132.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -0.6% | -4.4% | +3.8% | +0.4% |
| 30D | -2.6% | -3.1% | +0.5% | -2.1% |
| 3M | -6.0% | +13.8% | -19.8% | -9.2% |
| 6M | -5.4% | -8.6% | +3.2% | -4.1% |
| YTD | +2.5% | -8.6% | +11.1% | +3.6% |
| 1Y | -0.7% | -19.7% | +19.0% | +3.4% |
| 3Y | +38.7% | +48.4% | -9.7% | +20.0% |
| 5Y | +31.7% | -22.7% | +54.4% | +34.4% |
| All | +142.0% | +274.3% | -132.3% | +71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling