+41.1%
PWR vs RMD
-3.5%
+44.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.6% |
| 7D | +11.3% | +2.1% | +9.2% | +11.9% |
| 30D | -8.9% | +2.1% | -10.9% | -7.5% |
| 3M | -10.5% | +6.2% | -16.7% | -8.2% |
| 6M | -22.2% | +19.4% | -41.6% | -19.0% |
| YTD | +42.7% | +0.5% | +42.2% | +50.5% |
| 1Y | +41.1% | -3.9% | +45.1% | +50.3% |
| All | +41.1% | -3.5% | +44.6% | +50.3% |
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