+58.8%
NTAP vs RMD
-5.4%
+64.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | 0.0% |
| 7D | -7.8% | +3.1% | -10.8% | -7.8% |
| 30D | -25.8% | +1.8% | -27.6% | -25.2% |
| 3M | -11.2% | +6.7% | -17.9% | -10.4% |
| 6M | +49.9% | +13.9% | +36.0% | +52.7% |
| YTD | +66.9% | -2.0% | +68.9% | +81.9% |
| 1Y | +58.8% | -5.4% | +64.2% | +75.9% |
| All | +58.8% | -5.4% | +64.2% | +75.9% |
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