+451.9%
PWR vs RMD
-22.9%
+474.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | +2.7% | -4.7% | +7.4% | +3.7% |
| 30D | -5.1% | +0.2% | -5.4% | -5.4% |
| 3M | -9.4% | +12.0% | -21.4% | -12.7% |
| 6M | +10.4% | -12.5% | +22.9% | +13.6% |
| YTD | +48.6% | -7.9% | +56.6% | +50.2% |
| 1Y | +68.0% | -20.4% | +88.4% | +76.7% |
| 3Y | +204.7% | +53.1% | +151.6% | +151.7% |
| 5Y | +451.9% | -22.1% | +474.1% | +448.9% |
| All | +451.9% | -22.9% | +474.8% | +448.9% |
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