+66.2%
PWR vs RMD
-14.6%
+80.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.6% |
| 7D | +3.6% | -5.0% | +8.6% | +2.8% |
| 30D | -8.6% | +2.2% | -10.8% | -8.2% |
| 3M | -13.2% | +17.8% | -31.0% | -12.2% |
| 6M | +9.9% | -11.3% | +21.2% | +14.0% |
| YTD | +48.0% | -4.4% | +52.5% | +52.8% |
| 1Y | +66.2% | -15.7% | +81.9% | +75.2% |
| All | +66.2% | -14.6% | +80.8% | +75.2% |
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