+4,927.9%
WMT vs RMD
+38,753.6%
-33,825.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +2.0% | +2.1% | 0.0% | +1.8% |
| 30D | +10.3% | +2.1% | +8.2% | +9.9% |
| 3M | +11.0% | +6.2% | +4.7% | +10.0% |
| 6M | -2.3% | +19.4% | -21.7% | -4.7% |
| YTD | +15.7% | +0.5% | +15.2% | +15.1% |
| 1Y | +26.0% | -3.9% | +29.9% | +25.9% |
| 3Y | +136.5% | +72.5% | +64.0% | +117.6% |
| 5Y | +176.8% | -1.5% | +178.4% | +170.0% |
| 10Y | +537.5% | +345.8% | +191.8% | +416.3% |
| All | +4,927.9% | +38,753.6% | -33,825.7% | +2,811.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling