+95.8%
NI vs RMD
-22.9%
+118.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.5% |
| 7D | +1.3% | -4.7% | +6.0% | +1.9% |
| 30D | -0.3% | +0.2% | -0.5% | -0.4% |
| 3M | -9.5% | +12.0% | -21.5% | -11.1% |
| 6M | -10.2% | -12.5% | +2.3% | -8.9% |
| YTD | +1.8% | -7.9% | +9.7% | +2.5% |
| 1Y | +5.7% | -20.4% | +26.1% | +8.5% |
| 3Y | +69.6% | +53.1% | +16.5% | +55.5% |
| 5Y | +95.8% | -22.1% | +117.9% | +91.7% |
| All | +95.8% | -22.9% | +118.7% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling