+178.4%
WMT vs RMD
-7.7%
+186.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +2.0% | +2.1% | 0.0% | +1.7% |
| 30D | +10.3% | +2.1% | +8.2% | +9.8% |
| 3M | +11.0% | +6.2% | +4.7% | +9.8% |
| 6M | -2.3% | +19.4% | -21.7% | -5.2% |
| YTD | +15.7% | +0.5% | +15.2% | +14.7% |
| 1Y | +26.0% | -3.9% | +29.9% | +25.7% |
| 3Y | +136.5% | +72.5% | +64.0% | +112.0% |
| All | +178.4% | -7.7% | +186.1% | +166.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling