+283.3%
WMB vs RMD
+346.1%
-62.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.7% |
| 7D | +8.1% | +0.1% | +8.0% | +8.1% |
| 30D | -6.9% | +1.9% | -8.8% | -7.4% |
| 3M | -5.1% | +6.3% | -11.4% | -6.5% |
| 6M | -5.7% | +18.2% | -23.9% | -9.2% |
| YTD | +18.1% | +0.3% | +17.8% | +16.8% |
| 1Y | +18.4% | -4.3% | +22.7% | +18.1% |
| 3Y | +122.7% | +71.3% | +51.5% | +92.6% |
| 5Y | +202.0% | -1.8% | +203.8% | +189.7% |
| All | +283.3% | +346.1% | -62.9% | +199.9% |
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