+2,636.8%
WFC vs RMD
+38,542.6%
-35,905.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +1.7% | -0.2% | +1.9% | +1.8% |
| 30D | +6.8% | +1.6% | +5.2% | +6.4% |
| 3M | -3.0% | +6.0% | -9.0% | -4.3% |
| 6M | +15.4% | +17.9% | -2.5% | +11.2% |
| YTD | -5.9% | 0.0% | -5.9% | -6.5% |
| 1Y | +1.7% | -4.5% | +6.2% | +1.9% |
| 3Y | +124.9% | +70.8% | +54.1% | +97.5% |
| 5Y | +90.5% | -2.0% | +92.5% | +84.0% |
| 10Y | +117.8% | +343.4% | -225.5% | +56.9% |
| All | +2,636.8% | +38,542.6% | -35,905.8% | +1,377.5% |
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