+52,297.5%
NFLX vs RMD
+4,044.4%
+48,253.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.0% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | -11.0% | +1.9% | -12.9% | -11.9% |
| 3M | -15.5% | +6.3% | -21.8% | -17.7% |
| 6M | -28.5% | +18.2% | -46.7% | -33.4% |
| YTD | -33.1% | +0.3% | -33.4% | -34.1% |
| 1Y | -45.8% | -4.3% | -41.6% | -45.8% |
| 3Y | +40.2% | +71.3% | -31.1% | +6.8% |
| 5Y | -8.2% | -1.8% | -6.4% | -14.5% |
| 10Y | +446.2% | +344.6% | +101.6% | +157.1% |
| All | +52,297.5% | +4,044.4% | +48,253.2% | +10,183.5% |
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