-54.2%
NVD vs RMD
-18.7%
-35.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.3% |
| 7D | +10.8% | -4.4% | +15.2% | +11.6% |
| 30D | +0.8% | -3.1% | +3.9% | +1.1% |
| 3M | -20.8% | +13.8% | -34.6% | -21.2% |
| 6M | -41.2% | -8.6% | -32.6% | -43.3% |
| YTD | -44.2% | -8.6% | -35.6% | -48.5% |
| 1Y | -54.2% | -19.7% | -34.5% | -60.2% |
| All | -54.2% | -18.7% | -35.5% | -60.2% |
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 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