+386.4%
NEM vs RMD
+36,837.6%
-36,451.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.8% |
| 7D | +0.3% | -5.0% | +5.3% | +0.7% |
| 30D | +23.1% | +2.2% | +20.9% | +22.8% |
| 3M | +18.5% | +17.8% | +0.6% | +16.7% |
| 6M | +7.8% | -11.3% | +19.1% | +8.7% |
| YTD | +29.1% | -4.4% | +33.5% | +29.4% |
| 1Y | +72.7% | -15.7% | +88.4% | +74.8% |
| 3Y | +248.7% | +47.7% | +201.0% | +235.3% |
| 5Y | +148.7% | -19.2% | +167.9% | +149.0% |
| 10Y | +304.8% | +280.4% | +24.4% | +262.9% |
| All | +386.4% | +36,837.6% | -36,451.2% | +267.0% |
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