-44.3%
NFLX vs RMD
-5.5%
-38.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -0.3% | +3.1% | -3.3% | -0.9% |
| 30D | -10.0% | +1.8% | -11.8% | -10.6% |
| 3M | -17.1% | +6.7% | -23.8% | -18.5% |
| 6M | -27.7% | +13.9% | -41.6% | -30.2% |
| YTD | -32.5% | -2.0% | -30.5% | -33.3% |
| All | -44.3% | -5.5% | -38.9% | -45.3% |
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