+5.3%
WMT vs RMD
-18.7%
+24.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | 0.0% | -4.4% | +4.4% | +0.4% |
| 30D | -7.4% | -3.1% | -4.3% | -7.2% |
| 3M | -10.9% | +13.8% | -24.6% | -12.2% |
| 6M | -12.7% | -8.6% | -4.1% | -14.0% |
| YTD | -3.2% | -8.6% | +5.4% | -5.1% |
| 1Y | +5.3% | -19.7% | +24.9% | +2.8% |
| All | +5.3% | -18.7% | +24.0% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling