+326.9%
NSC vs RMD
+265.7%
+61.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +0.5% |
| 7D | -1.5% | -4.5% | +2.9% | -0.1% |
| 30D | -1.9% | +4.6% | -6.5% | -3.4% |
| 3M | +6.2% | +14.8% | -8.6% | +1.2% |
| 6M | +9.2% | -12.1% | +21.3% | +12.9% |
| YTD | +15.0% | -7.5% | +22.5% | +16.7% |
| 1Y | +21.1% | -20.1% | +41.1% | +28.6% |
| 3Y | +78.6% | +53.9% | +24.7% | +46.6% |
| 5Y | +45.9% | -22.2% | +68.1% | +49.9% |
| 10Y | +326.9% | +268.2% | +58.6% | +152.5% |
| All | +326.9% | +265.7% | +61.2% | +152.5% |
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