+8,087.4%
PWR vs RMD
+14,136.4%
-6,049.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +11.3% | +2.1% | +9.2% | +10.7% |
| 30D | -8.9% | +2.1% | -10.9% | -9.9% |
| 3M | -10.5% | +6.2% | -16.7% | -12.9% |
| 6M | -22.2% | +19.4% | -41.6% | -27.4% |
| YTD | +42.7% | +0.5% | +42.2% | +39.2% |
| 1Y | +41.1% | -3.9% | +45.1% | +39.4% |
| 3Y | +242.7% | +72.5% | +170.2% | +177.6% |
| 5Y | +418.5% | -1.5% | +420.0% | +385.9% |
| 10Y | +1,855.0% | +345.8% | +1,509.2% | +1,024.6% |
| All | +8,087.4% | +14,136.4% | -6,049.0% | +2,206.5% |
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