+356.5%
WELL vs RMD
+269.7%
+86.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.1% | -4.7% | +3.6% | -0.2% |
| 30D | +0.7% | +0.2% | +0.5% | +0.6% |
| 3M | +14.5% | +12.0% | +2.5% | +11.5% |
| 6M | +14.4% | -12.5% | +26.9% | +16.9% |
| YTD | +28.5% | -7.9% | +36.4% | +29.6% |
| 1Y | +41.8% | -20.4% | +62.2% | +47.2% |
| 3Y | +202.8% | +53.1% | +149.7% | +166.4% |
| 5Y | +208.8% | -22.1% | +230.9% | +211.4% |
| 10Y | +356.5% | +275.4% | +81.1% | +258.9% |
| All | +356.5% | +269.7% | +86.8% | +258.9% |
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