+2,316.2%
NI vs RMD
+38,753.6%
-36,437.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +4.3% | +2.1% | +2.2% | +4.1% |
| 30D | +12.4% | +2.1% | +10.3% | +12.0% |
| 3M | +10.2% | +6.2% | +3.9% | +9.2% |
| 6M | -0.8% | +19.4% | -20.2% | -3.1% |
| YTD | +13.2% | +0.5% | +12.7% | +12.6% |
| 1Y | +10.1% | -3.9% | +14.0% | +10.0% |
| 3Y | +103.1% | +72.5% | +30.6% | +87.8% |
| 5Y | +115.5% | -1.5% | +117.1% | +110.5% |
| 10Y | +195.5% | +345.8% | -150.3% | +146.6% |
| All | +2,316.2% | +38,753.6% | -36,437.4% | +1,665.7% |
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 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