+302.1%
WMB vs RMD
+265.7%
+36.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.8% |
| 7D | +0.8% | -4.5% | +5.3% | +1.6% |
| 30D | +7.7% | +4.6% | +3.1% | +6.7% |
| 3M | +6.7% | +14.8% | -8.1% | +3.6% |
| 6M | +3.6% | -12.1% | +15.7% | +5.6% |
| YTD | +28.0% | -7.5% | +35.5% | +28.9% |
| 1Y | +37.6% | -20.1% | +57.7% | +42.4% |
| 3Y | +149.0% | +53.9% | +95.1% | +119.8% |
| 5Y | +285.3% | -22.2% | +307.5% | +289.7% |
| 10Y | +302.1% | +268.2% | +33.8% | +211.7% |
| All | +302.1% | +265.7% | +36.4% | +211.7% |
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