+68.9%
NI vs RMD
+51.0%
+17.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.5% |
| 7D | +1.3% | -4.7% | +6.0% | +1.7% |
| 30D | -0.3% | +0.2% | -0.5% | -0.4% |
| 3M | -9.5% | +12.0% | -21.5% | -10.7% |
| 6M | -10.2% | -12.5% | +2.3% | -9.2% |
| YTD | +1.8% | -7.9% | +9.7% | +2.3% |
| 1Y | +5.7% | -20.4% | +26.1% | +7.7% |
| All | +68.9% | +51.0% | +17.9% | +59.4% |
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