+60.7%
NEM vs RMD
-18.7%
+79.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -1.0% | -4.4% | +3.4% | +0.1% |
| 30D | +7.8% | -3.1% | +11.0% | +8.6% |
| 3M | +30.2% | +13.8% | +16.4% | +24.7% |
| 6M | +9.6% | -8.6% | +18.2% | +16.8% |
| YTD | +27.8% | -8.6% | +36.5% | +33.7% |
| 1Y | +60.7% | -19.7% | +80.4% | +87.5% |
| All | +60.7% | -18.7% | +79.4% | +87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling