+425.6%
PWR vs RMD
-4.0%
+429.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +3.9% |
| 7D | +4.7% | -0.8% | +5.6% | +4.9% |
| 30D | -12.5% | +1.7% | -14.2% | -13.1% |
| 3M | -9.3% | +6.4% | -15.7% | -11.1% |
| 6M | -22.2% | +20.7% | -42.9% | -26.6% |
| YTD | +44.2% | -0.2% | +44.3% | +42.6% |
| 1Y | +35.5% | -4.5% | +40.0% | +35.7% |
| 3Y | +250.4% | +70.5% | +179.9% | +181.2% |
| 5Y | +425.6% | -1.6% | +427.2% | +391.1% |
| All | +425.6% | -4.0% | +429.6% | +391.1% |
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