+193.2%
WEC vs RMD
+349.2%
-156.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | 0.0% |
| 7D | -0.5% | -0.8% | +0.3% | -0.4% |
| 30D | +12.0% | +1.7% | +10.3% | +11.4% |
| 3M | +11.1% | +6.4% | +4.7% | +9.2% |
| 6M | +6.0% | +20.7% | -14.7% | +0.8% |
| YTD | +14.3% | -0.2% | +14.4% | +13.1% |
| 1Y | +8.0% | -4.5% | +12.5% | +7.9% |
| 3Y | +62.8% | +70.5% | -7.7% | +36.1% |
| 5Y | +55.3% | -1.6% | +56.9% | +47.8% |
| 10Y | +193.2% | +342.7% | -149.5% | +94.1% |
| All | +193.2% | +349.2% | -156.1% | +94.1% |
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 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