+562.2%
NTAP vs RMD
+347.3%
+214.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +7.2% | +2.1% | +5.1% | +6.5% |
| 30D | -18.4% | +2.1% | -20.5% | -19.0% |
| 3M | -11.3% | +6.2% | -17.6% | -13.3% |
| 6M | +53.8% | +19.4% | +34.4% | +43.4% |
| YTD | +72.0% | +0.5% | +71.4% | +69.7% |
| 1Y | +68.0% | -3.9% | +72.0% | +68.3% |
| 3Y | +149.5% | +72.5% | +76.9% | +96.6% |
| 5Y | +125.6% | -1.5% | +127.1% | +113.0% |
| All | +562.2% | +347.3% | +214.9% | +244.6% |
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