-99.2%
NVD vs RMD
+36.7%
-135.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +1.6% |
| 7D | +0.5% | -4.7% | +5.3% | -1.7% |
| 30D | -9.3% | +0.2% | -9.5% | -9.1% |
| 3M | -22.1% | +12.0% | -34.1% | -17.8% |
| 6M | -45.8% | -12.5% | -33.3% | -50.6% |
| YTD | -46.7% | -7.9% | -38.8% | -49.7% |
| 1Y | -59.5% | -20.4% | -39.1% | -65.4% |
| 3Y | -99.2% | +53.1% | -152.3% | -98.8% |
| All | -99.2% | +36.7% | -135.9% | -98.9% |
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