-22.2%
PWR vs RMD
+16.9%
-39.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +5.2% |
| 7D | +4.7% | -0.8% | +5.6% | +4.3% |
| 30D | -12.5% | +1.7% | -14.2% | -10.4% |
| 3M | -9.3% | +6.4% | -15.7% | -4.8% |
| 6M | -22.2% | +20.7% | -42.9% | -14.6% |
| All | -22.2% | +16.9% | -39.1% | -14.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling