+1,972.6%
NOW vs RMD
+816.4%
+1,156.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.4% |
| 7D | -3.0% | +2.3% | -5.3% | -4.2% |
| 30D | -26.0% | +4.1% | -30.2% | -27.6% |
| 3M | -13.1% | +5.7% | -18.8% | -15.7% |
| 6M | +14.5% | +12.9% | +1.6% | +7.0% |
| YTD | -33.4% | -1.5% | -31.9% | -34.3% |
| 1Y | -40.6% | -4.8% | -35.9% | -40.6% |
| 3Y | -16.3% | +57.5% | -73.8% | -37.5% |
| 5Y | -26.3% | -5.5% | -20.8% | -30.1% |
| 10Y | +512.7% | +357.8% | +155.0% | +173.8% |
| All | +1,972.6% | +816.4% | +1,156.1% | +641.4% |
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