+295.3%
NSC vs RMD
+359.9%
-64.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.8% | -1.9% |
| 7D | -6.2% | +2.3% | -8.6% | -6.9% |
| 30D | +2.6% | +4.1% | -1.6% | +1.0% |
| 3M | -5.8% | +5.7% | -11.5% | -7.8% |
| 6M | +2.1% | +12.9% | -10.8% | -2.6% |
| YTD | +12.7% | -1.5% | +14.2% | +11.8% |
| 1Y | +15.9% | -4.8% | +20.6% | +16.2% |
| 3Y | +74.0% | +57.5% | +16.6% | +42.4% |
| 5Y | +25.2% | -5.5% | +30.7% | +19.6% |
| All | +295.3% | +359.9% | -64.6% | +129.6% |
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