+114.2%
NTAP vs RMD
-6.0%
+120.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.0% |
| 7D | -5.0% | +1.2% | -6.2% | -5.3% |
| 30D | -25.8% | +2.5% | -28.2% | -26.1% |
| 3M | -6.9% | +11.5% | -18.4% | -9.3% |
| 6M | +50.0% | +14.7% | +35.3% | +44.2% |
| YTD | +66.9% | -1.3% | +68.3% | +67.2% |
| 1Y | +58.3% | -5.3% | +63.5% | +60.2% |
| 3Y | +145.1% | +68.8% | +76.4% | +106.5% |
| 5Y | +114.2% | -5.9% | +120.1% | +110.2% |
| All | +114.2% | -6.0% | +120.2% | +110.2% |
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