+142.4%
WFC vs RMD
+269.7%
-127.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | +0.4% | -4.7% | +5.2% | +1.8% |
| 30D | +2.5% | +0.2% | +2.2% | +2.3% |
| 3M | +10.0% | +12.0% | -2.0% | +6.0% |
| 6M | +15.1% | -12.5% | +27.6% | +18.8% |
| YTD | -2.2% | -7.9% | +5.7% | -0.6% |
| 1Y | +13.5% | -20.4% | +33.8% | +20.0% |
| 3Y | +135.2% | +53.1% | +82.1% | +96.1% |
| 5Y | +128.3% | -22.1% | +150.5% | +133.5% |
| 10Y | +142.4% | +275.4% | -133.0% | +58.7% |
| All | +142.4% | +269.7% | -127.3% | +58.7% |
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