+29.8%
WELL vs RMD
-3.5%
+33.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | +0.1% | +2.1% | -2.0% | -0.2% |
| 30D | +5.7% | +2.1% | +3.6% | +5.2% |
| 3M | +4.6% | +6.2% | -1.6% | +3.6% |
| 6M | +11.9% | +19.4% | -7.5% | +7.6% |
| YTD | +33.6% | +0.5% | +33.0% | +28.6% |
| 1Y | +29.8% | -3.9% | +33.7% | +26.0% |
| All | +29.8% | -3.5% | +33.3% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling