+54.7%
WEC vs RMD
-5.8%
+60.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +1.4% | +3.1% | -1.7% | +1.0% |
| 30D | +12.8% | +1.8% | +11.0% | +12.5% |
| 3M | +11.2% | +6.7% | +4.5% | +10.2% |
| 6M | +6.6% | +13.9% | -7.3% | +4.6% |
| YTD | +13.8% | -2.0% | +15.8% | +13.5% |
| 1Y | +7.6% | -5.4% | +13.0% | +7.8% |
| 3Y | +62.2% | +67.4% | -5.2% | +47.7% |
| All | +54.7% | -5.8% | +60.5% | +52.0% |
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