+136.7%
NTAP vs RMD
-21.0%
+157.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +2.6% |
| 7D | +3.3% | -4.5% | +7.7% | +4.3% |
| 30D | -0.2% | +4.6% | -4.8% | -1.4% |
| 3M | +11.4% | +14.8% | -3.4% | +7.5% |
| 6M | +88.7% | -12.1% | +100.7% | +94.3% |
| YTD | +78.9% | -7.5% | +86.4% | +81.8% |
| 1Y | +58.8% | -20.1% | +78.9% | +67.6% |
| 3Y | +153.5% | +53.9% | +99.7% | +118.6% |
| 5Y | +136.7% | -22.2% | +158.9% | +134.1% |
| All | +136.7% | -21.0% | +157.7% | +134.1% |
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 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