+822.5%
NOW vs RMD
+278.3%
+544.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.8% |
| 7D | -2.4% | -5.0% | +2.6% | -0.1% |
| 30D | +20.5% | +2.2% | +18.3% | +19.1% |
| 3M | +18.3% | +17.8% | +0.5% | +9.7% |
| 6M | +24.1% | -11.3% | +35.4% | +29.9% |
| YTD | -7.8% | -4.4% | -3.4% | -7.4% |
| 1Y | -21.4% | -15.7% | -5.7% | -16.4% |
| 3Y | +19.5% | +47.7% | -28.2% | -9.1% |
| 5Y | +4.1% | -19.2% | +23.3% | +7.2% |
| All | +822.5% | +278.3% | +544.2% | +422.4% |
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 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