+504.6%
NOW vs RMD
+360.8%
+143.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | +1.2% | -4.3% | -3.7% |
| 30D | -27.0% | +2.5% | -29.5% | -28.1% |
| 3M | -17.7% | +11.5% | -29.3% | -21.9% |
| 6M | +12.7% | +14.7% | -2.0% | +4.6% |
| YTD | -32.9% | -1.3% | -31.6% | -33.8% |
| 1Y | -40.4% | -5.3% | -35.1% | -40.1% |
| 3Y | -17.1% | +68.8% | -85.8% | -40.9% |
| 5Y | -25.7% | -5.9% | -19.8% | -29.2% |
| 10Y | +504.6% | +348.7% | +155.9% | +201.7% |
| All | +504.6% | +360.8% | +143.9% | +201.7% |
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 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