+8,390.6%
PWR vs RMD
+13,434.4%
-5,043.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +3.6% | -5.0% | +8.6% | +5.1% |
| 30D | -8.6% | +2.2% | -10.8% | -9.4% |
| 3M | -13.2% | +17.8% | -31.0% | -18.1% |
| 6M | +9.9% | -11.3% | +21.2% | +12.3% |
| YTD | +48.0% | -4.4% | +52.5% | +47.6% |
| 1Y | +66.2% | -15.7% | +81.9% | +71.5% |
| 3Y | +195.1% | +47.7% | +147.4% | +151.2% |
| 5Y | +442.6% | -19.2% | +461.8% | +442.1% |
| 10Y | +2,334.2% | +280.4% | +2,053.8% | +1,375.9% |
| All | +8,390.6% | +13,434.4% | -5,043.8% | +2,344.8% |
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