+687.9%
NFLX vs RMD
+269.7%
+418.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -8.1% | -4.7% | -3.4% | -6.6% |
| 30D | -0.3% | +0.2% | -0.6% | -0.4% |
| 3M | -6.6% | +12.0% | -18.6% | -10.3% |
| 6M | -22.7% | -12.5% | -10.1% | -19.7% |
| YTD | -18.9% | -7.9% | -11.0% | -17.4% |
| 1Y | -39.8% | -20.4% | -19.4% | -35.8% |
| 3Y | +71.7% | +53.1% | +18.6% | +38.0% |
| 5Y | +27.2% | -22.1% | +49.4% | +29.8% |
| 10Y | +687.9% | +275.4% | +412.5% | +336.9% |
| All | +687.9% | +269.7% | +418.2% | +336.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling