+14,546.7%
NVDA vs RMD
+274.3%
+14,272.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -5.1% | -4.4% | -0.7% | -2.9% |
| 30D | -2.5% | -3.1% | +0.7% | -1.1% |
| 3M | +6.7% | +13.8% | -7.1% | -2.1% |
| 6M | +17.6% | -8.6% | +26.2% | +20.8% |
| YTD | +17.3% | -8.6% | +26.0% | +19.8% |
| 1Y | +23.5% | -19.7% | +43.2% | +34.6% |
| 3Y | +384.6% | +48.4% | +336.2% | +248.3% |
| 5Y | +875.4% | -22.7% | +898.1% | +925.5% |
| All | +14,546.7% | +274.3% | +14,272.4% | +6,024.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling