+68.0%
NTAP vs RMD
-3.5%
+71.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.5% |
| 7D | +7.2% | +2.1% | +5.1% | +7.1% |
| 30D | -18.4% | +2.1% | -20.5% | -17.8% |
| 3M | -11.3% | +6.2% | -17.6% | -10.5% |
| 6M | +53.8% | +19.4% | +34.4% | +55.0% |
| YTD | +72.0% | +0.5% | +71.4% | +87.3% |
| 1Y | +68.0% | -3.9% | +72.0% | +87.1% |
| All | +68.0% | -3.5% | +71.6% | +87.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling