+309.6%
NSC vs RMD
+350.6%
-41.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.2% | -2.3% |
| 7D | -6.6% | +2.3% | -9.0% | -7.3% |
| 30D | +2.2% | +4.1% | -2.0% | +0.6% |
| 3M | -6.2% | +5.7% | -11.9% | -8.2% |
| 6M | +1.7% | +12.9% | -11.2% | -3.0% |
| YTD | +12.2% | -1.5% | +13.7% | +11.4% |
| 1Y | +15.4% | -4.8% | +20.2% | +15.7% |
| 3Y | +73.3% | +57.5% | +15.8% | +41.8% |
| 5Y | +24.7% | -5.5% | +30.2% | +19.1% |
| All | +309.6% | +350.6% | -41.0% | +136.0% |
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