-27.2%
NOW vs RMD
-1.5%
-25.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.2% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -27.4% | +1.9% | -29.3% | -28.1% |
| 3M | -19.4% | +6.3% | -25.7% | -21.5% |
| 6M | +13.1% | +18.2% | -5.1% | +5.0% |
| YTD | -34.3% | +0.3% | -34.6% | -35.3% |
| 1Y | -41.8% | -4.3% | -37.5% | -41.6% |
| 3Y | -20.7% | +71.3% | -92.0% | -43.6% |
| 5Y | -27.2% | -1.8% | -25.4% | -27.1% |
| All | -27.2% | -1.5% | -25.7% | -27.1% |
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