+7,196.6%
WELL vs RMD
+36,837.6%
-29,641.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -0.8% | -5.0% | +4.2% | -0.2% |
| 30D | -0.1% | +2.2% | -2.3% | -0.4% |
| 3M | +18.0% | +17.8% | +0.2% | +15.6% |
| 6M | +15.0% | -11.3% | +26.3% | +16.3% |
| YTD | +28.6% | -4.4% | +33.0% | +28.8% |
| 1Y | +42.9% | -15.7% | +58.6% | +45.2% |
| 3Y | +203.0% | +47.7% | +155.3% | +185.0% |
| 5Y | +206.9% | -19.2% | +226.1% | +207.1% |
| 10Y | +339.5% | +280.4% | +59.1% | +269.2% |
| All | +7,196.6% | +36,837.6% | -29,641.0% | +5,140.8% |
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