+328.7%
WM vs RMD
+360.8%
-32.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -0.5% | +1.2% | -1.7% | -0.7% |
| 30D | +13.3% | +2.5% | +10.8% | +12.6% |
| 3M | +4.4% | +11.5% | -7.2% | +1.9% |
| 6M | +10.8% | +14.7% | -3.9% | +7.3% |
| YTD | +9.1% | -1.3% | +10.4% | +8.5% |
| 1Y | +19.1% | -5.3% | +24.4% | +19.4% |
| 3Y | +45.7% | +68.8% | -23.1% | +25.5% |
| 5Y | +60.4% | -5.9% | +66.3% | +55.9% |
| 10Y | +328.7% | +348.7% | -20.0% | +208.4% |
| All | +328.7% | +360.8% | -32.0% | +208.4% |
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 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