+329.6%
NEM vs RMD
+38,753.6%
-38,424.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | -6.4% | +2.1% | -8.5% | -6.6% |
| 30D | +1.4% | +2.1% | -0.7% | +1.2% |
| 3M | -0.7% | +6.2% | -7.0% | -1.2% |
| 6M | -4.5% | +19.4% | -23.9% | -6.1% |
| YTD | +14.0% | +0.5% | +13.5% | +13.7% |
| 1Y | +27.3% | -3.9% | +31.2% | +27.4% |
| 3Y | +250.5% | +72.5% | +178.0% | +233.1% |
| 5Y | +121.1% | -1.5% | +122.6% | +118.0% |
| 10Y | +358.3% | +345.8% | +12.5% | +306.6% |
| All | +329.6% | +38,753.6% | -38,424.0% | +222.8% |
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