+235.9%
NVDA vs RMD
+69.3%
+166.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | -12.7% | +2.1% | -14.8% | -13.1% |
| 30D | -26.4% | +2.1% | -28.5% | -26.9% |
| 3M | -27.6% | +6.2% | -33.9% | -28.9% |
| 6M | -27.7% | +19.4% | -47.1% | -31.7% |
| YTD | -12.5% | +0.5% | -13.0% | -12.8% |
| 1Y | -12.6% | -3.9% | -8.7% | -11.8% |
| 3Y | +235.9% | +72.5% | +163.4% | +194.4% |
| All | +235.9% | +69.3% | +166.6% | +194.4% |
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