+7,469.7%
WELL vs RMD
+37,961.8%
-30,492.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | +4.4% | +2.3% | +2.1% | +4.1% |
| 30D | +10.8% | +4.1% | +6.7% | +10.2% |
| 3M | +4.2% | +5.7% | -1.5% | +3.3% |
| 6M | +14.0% | +12.9% | +1.1% | +12.0% |
| YTD | +33.4% | -1.5% | +34.9% | +33.0% |
| 1Y | +32.4% | -4.8% | +37.2% | +32.5% |
| 3Y | +194.7% | +57.5% | +137.3% | +175.1% |
| 5Y | +226.5% | -5.5% | +232.0% | +220.8% |
| 10Y | +429.8% | +357.8% | +72.1% | +336.4% |
| All | +7,469.7% | +37,961.8% | -30,492.1% | +5,312.3% |
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