+2,416.8%
WEC vs RMD
+38,542.6%
-36,125.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +11.0% | +1.6% | +9.3% | +10.7% |
| 3M | +8.6% | +6.0% | +2.6% | +7.8% |
| 6M | +6.2% | +17.9% | -11.7% | +4.1% |
| YTD | +14.3% | 0.0% | +14.3% | +13.8% |
| 1Y | +8.4% | -4.5% | +12.9% | +8.4% |
| 3Y | +62.9% | +70.8% | -7.9% | +52.3% |
| 5Y | +55.8% | -2.0% | +57.9% | +52.7% |
| 10Y | +193.2% | +343.4% | -150.2% | +152.6% |
| All | +2,416.8% | +38,542.6% | -36,125.8% | +1,861.1% |
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 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