+103.5%
NU vs RMD
+50.8%
+52.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -4.2% | -4.2% | 0.0% | -3.4% |
| 30D | +10.0% | -2.1% | +12.1% | +10.4% |
| 3M | +29.3% | +13.8% | +15.5% | +25.3% |
| 6M | +0.9% | -10.6% | +11.6% | +2.8% |
| YTD | -10.3% | -8.1% | -2.2% | -9.5% |
| 1Y | -3.2% | -18.0% | +14.8% | +0.1% |
| All | +103.5% | +50.8% | +52.8% | +82.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling