+336.4%
WM vs RMD
+350.6%
-14.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.7% |
| 7D | +1.2% | +2.3% | -1.1% | +0.7% |
| 30D | +13.1% | +4.1% | +9.0% | +12.0% |
| 3M | +3.6% | +5.7% | -2.1% | +2.2% |
| 6M | +8.1% | +12.9% | -4.8% | +5.0% |
| YTD | +8.9% | -1.5% | +10.4% | +8.4% |
| 1Y | +20.3% | -4.8% | +25.1% | +20.5% |
| 3Y | +46.2% | +57.5% | -11.3% | +28.0% |
| 5Y | +59.9% | -5.5% | +65.4% | +55.2% |
| All | +336.4% | +350.6% | -14.2% | +212.9% |
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