+428.1%
WMT vs RMD
+274.3%
+153.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | 0.0% | -4.4% | +4.4% | +0.9% |
| 30D | -7.4% | -3.1% | -4.3% | -6.9% |
| 3M | -10.9% | +13.8% | -24.6% | -13.4% |
| 6M | -12.7% | -8.6% | -4.1% | -11.6% |
| YTD | -3.2% | -8.6% | +5.4% | -2.2% |
| 1Y | +5.3% | -19.7% | +24.9% | +9.0% |
| 3Y | +101.9% | +48.4% | +53.5% | +79.8% |
| 5Y | +134.6% | -22.7% | +157.3% | +137.9% |
| All | +428.1% | +274.3% | +153.7% | +299.4% |
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