+1,065.2%
NRG vs RMD
+274.3%
+790.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -4.7% | -4.4% | -0.3% | -3.6% |
| 30D | -6.0% | -3.1% | -2.8% | -5.2% |
| 3M | -8.0% | +13.8% | -21.7% | -11.9% |
| 6M | -23.2% | -8.6% | -14.6% | -21.9% |
| YTD | -28.1% | -8.6% | -19.4% | -27.1% |
| 1Y | -27.3% | -19.7% | -7.6% | -23.7% |
| 3Y | +208.7% | +48.4% | +160.3% | +163.8% |
| 5Y | +197.7% | -22.7% | +220.4% | +205.2% |
| All | +1,065.2% | +274.3% | +790.8% | +627.0% |
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