+326.4%
WM vs RMD
+340.4%
-14.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +1.2% | +3.1% | -1.9% | +0.5% |
| 30D | +13.7% | +1.8% | +11.9% | +13.1% |
| 3M | +5.2% | +6.7% | -1.5% | +3.6% |
| 6M | +11.2% | +13.9% | -2.7% | +7.8% |
| YTD | +9.4% | -2.0% | +11.4% | +9.0% |
| 1Y | +20.4% | -5.4% | +25.8% | +20.7% |
| 3Y | +44.7% | +67.4% | -22.7% | +24.9% |
| 5Y | +58.5% | -5.7% | +64.2% | +53.9% |
| 10Y | +326.4% | +338.4% | -12.0% | +208.7% |
| All | +326.4% | +340.4% | -14.0% | +208.7% |
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