+2,057.1%
NI vs RMD
+36,837.6%
-34,780.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | +2.0% | -5.0% | +7.0% | +2.6% |
| 30D | -3.5% | +2.2% | -5.8% | -3.9% |
| 3M | -9.1% | +17.8% | -27.0% | -11.0% |
| 6M | -11.8% | -11.3% | -0.5% | -10.9% |
| YTD | +1.1% | -4.4% | +5.5% | +1.2% |
| 1Y | +6.7% | -15.7% | +22.4% | +8.3% |
| 3Y | +71.1% | +47.7% | +23.3% | +61.0% |
| 5Y | +94.3% | -19.2% | +113.5% | +94.2% |
| 10Y | +135.8% | +280.4% | -144.6% | +100.0% |
| All | +2,057.1% | +36,837.6% | -34,780.5% | +1,487.4% |
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 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