-99.2%
NVD vs RMD
+42.0%
-141.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.5% |
| 7D | -11.1% | -5.0% | -6.1% | -13.2% |
| 30D | -13.3% | +2.2% | -15.5% | -12.5% |
| 3M | -19.8% | +17.8% | -37.7% | -13.3% |
| 6M | -48.8% | -11.3% | -37.5% | -53.2% |
| YTD | -49.7% | -4.4% | -45.2% | -51.6% |
| 1Y | -61.4% | -15.7% | -45.6% | -66.0% |
| 3Y | -99.1% | +47.7% | -146.9% | -98.8% |
| All | -99.2% | +42.0% | -141.2% | -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 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