+126.7%
WFC vs RMD
-21.0%
+147.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.5% |
| 7D | +1.1% | -4.5% | +5.5% | +2.1% |
| 30D | +0.8% | +4.6% | -3.8% | -0.3% |
| 3M | +9.3% | +14.8% | -5.5% | +5.6% |
| 6M | +10.6% | -12.1% | +22.7% | +13.2% |
| YTD | -4.1% | -7.5% | +3.4% | -2.9% |
| 1Y | +13.6% | -20.1% | +33.6% | +18.4% |
| 3Y | +130.7% | +53.9% | +76.9% | +99.2% |
| 5Y | +126.7% | -22.2% | +148.9% | +136.3% |
| All | +126.7% | -21.0% | +147.7% | +136.3% |
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 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