+140.2%
NI vs RMD
+274.3%
-134.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | 0.0% | -4.4% | +4.5% | +1.0% |
| 30D | -1.4% | -3.1% | +1.8% | -0.8% |
| 3M | -10.6% | +13.8% | -24.4% | -13.6% |
| 6M | -9.3% | -8.6% | -0.7% | -8.0% |
| YTD | +1.1% | -8.6% | +9.8% | +2.4% |
| 1Y | +3.4% | -19.7% | +23.1% | +7.8% |
| 3Y | +67.9% | +48.4% | +19.5% | +45.5% |
| 5Y | +98.0% | -22.7% | +120.7% | +102.1% |
| All | +140.2% | +274.3% | -134.1% | +72.7% |
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