+396.3%
NVDA vs RMD
+52.4%
+343.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.2% |
| 7D | +3.8% | -4.5% | +8.3% | +4.9% |
| 30D | +0.8% | +4.6% | -3.8% | -0.5% |
| 3M | +8.2% | +14.8% | -6.6% | +3.3% |
| 6M | +27.1% | -12.1% | +39.2% | +31.7% |
| YTD | +21.2% | -7.5% | +28.7% | +23.2% |
| 1Y | +34.3% | -20.1% | +54.4% | +43.0% |
| 3Y | +396.3% | +53.9% | +342.4% | +333.2% |
| All | +396.3% | +52.4% | +343.9% | +333.2% |
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 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