+19,788.8%
NTAP vs RMD
+31,425.2%
-11,636.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +9.9% | +0.1% | +9.8% | +9.8% |
| 30D | -22.1% | +1.9% | -24.1% | -22.7% |
| 3M | -7.7% | +6.3% | -14.0% | -9.9% |
| 6M | +60.9% | +18.2% | +42.7% | +50.1% |
| YTD | +76.4% | +0.3% | +76.2% | +73.4% |
| 1Y | +69.3% | -4.3% | +73.6% | +68.9% |
| 3Y | +154.6% | +71.3% | +83.4% | +102.9% |
| 5Y | +131.4% | -1.8% | +133.2% | +116.5% |
| 10Y | +600.9% | +344.6% | +256.3% | +279.3% |
| All | +19,788.8% | +31,425.2% | -11,636.5% | +3,528.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling