+32.3%
NSC vs RMD
-7.7%
+39.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | +2.5% | +2.1% | +0.4% | +2.0% |
| 30D | +1.7% | +2.1% | -0.4% | +1.1% |
| 3M | -2.6% | +6.2% | -8.8% | -4.1% |
| 6M | +6.4% | +19.4% | -13.0% | +1.7% |
| YTD | +15.5% | +0.5% | +14.9% | +14.4% |
| 1Y | +17.6% | -3.9% | +21.5% | +17.7% |
| 3Y | +75.0% | +72.5% | +2.4% | +48.6% |
| All | +32.3% | -7.7% | +39.9% | +28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling