+8,168.1%
PWR vs RMD
+14,037.8%
-5,869.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +3.7% |
| 7D | +4.7% | -0.8% | +5.6% | +5.0% |
| 30D | -12.5% | +1.7% | -14.2% | -13.4% |
| 3M | -9.3% | +6.4% | -15.7% | -11.8% |
| 6M | -22.2% | +20.7% | -42.9% | -27.7% |
| YTD | +44.2% | -0.2% | +44.3% | +40.9% |
| 1Y | +35.5% | -4.5% | +40.0% | +34.1% |
| 3Y | +250.4% | +70.5% | +179.9% | +184.8% |
| 5Y | +425.6% | -1.6% | +427.2% | +392.7% |
| 10Y | +1,874.2% | +342.7% | +1,531.5% | +1,037.9% |
| All | +8,168.1% | +14,037.8% | -5,869.7% | +2,233.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling