+49.3%
WM vs RMD
+60.1%
-10.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.2% |
| 7D | +4.5% | -5.3% | +9.8% | +5.0% |
| 30D | +16.1% | +8.4% | +7.6% | +15.1% |
| 3M | +8.0% | +7.1% | +0.9% | +7.2% |
| 6M | +8.4% | +15.8% | -7.4% | +6.5% |
| YTD | +11.2% | +0.2% | +11.1% | +10.5% |
| 1Y | +22.3% | -1.4% | +23.7% | +21.6% |
| All | +49.3% | +60.1% | -10.8% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling