+2,169.6%
WEC vs RMD
+36,837.6%
-34,668.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -0.3% | -5.0% | +4.7% | +0.2% |
| 30D | -1.3% | +2.2% | -3.5% | -1.6% |
| 3M | -3.9% | +17.8% | -21.8% | -5.6% |
| 6M | -8.3% | -11.3% | +3.0% | -7.5% |
| YTD | +3.1% | -4.4% | +7.5% | +3.2% |
| 1Y | +1.9% | -15.7% | +17.7% | +3.3% |
| 3Y | +41.9% | +47.7% | -5.8% | +34.6% |
| 5Y | +30.8% | -19.2% | +50.0% | +30.7% |
| 10Y | +141.9% | +280.4% | -138.5% | +111.1% |
| All | +2,169.6% | +36,837.6% | -34,668.1% | +1,678.0% |
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 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