+2,636.8%
WFC vs RMD
+37,769.3%
-35,132.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +0.9% | +3.1% | -2.2% | +0.3% |
| 30D | +3.3% | +1.8% | +1.5% | +2.8% |
| 3M | -1.4% | +6.7% | -8.1% | -2.9% |
| 6M | +14.7% | +13.9% | +0.8% | +11.3% |
| YTD | -5.9% | -2.0% | -3.9% | -6.1% |
| 1Y | +1.8% | -5.4% | +7.2% | +2.3% |
| 3Y | +124.9% | +67.4% | +57.5% | +98.3% |
| 5Y | +92.7% | -5.7% | +98.5% | +87.6% |
| 10Y | +118.2% | +338.4% | -220.1% | +57.6% |
| All | +2,636.8% | +37,769.3% | -35,132.6% | +1,383.4% |
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