+225.8%
WELL vs RMD
-5.3%
+231.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | +4.4% | +2.3% | +2.1% | +4.0% |
| 30D | +10.8% | +4.1% | +6.7% | +9.9% |
| 3M | +4.2% | +5.7% | -1.5% | +2.9% |
| 6M | +14.0% | +12.9% | +1.1% | +10.8% |
| YTD | +33.4% | -1.5% | +34.9% | +32.6% |
| 1Y | +32.4% | -4.8% | +37.2% | +32.4% |
| 3Y | +194.7% | +57.5% | +137.3% | +157.2% |
| All | +225.8% | -5.3% | +231.1% | +224.6% |
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