+73.4%
NFLX vs RMD
+52.4%
+21.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.3% |
| 7D | -5.0% | -4.5% | -0.5% | -4.3% |
| 30D | +3.5% | +4.6% | -1.1% | +2.8% |
| 3M | -7.1% | +14.8% | -21.9% | -9.2% |
| 6M | -22.5% | -12.1% | -10.4% | -21.3% |
| YTD | -18.1% | -7.5% | -10.6% | -17.6% |
| 1Y | -38.3% | -20.1% | -18.3% | -36.6% |
| 3Y | +73.4% | +53.9% | +19.5% | +57.1% |
| All | +73.4% | +52.4% | +21.0% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling