+921.2%
NVDA vs RMD
-22.5%
+943.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -0.7% |
| 7D | +3.8% | -4.5% | +8.3% | +5.8% |
| 30D | +0.8% | +4.6% | -3.8% | -1.4% |
| 3M | +8.2% | +14.8% | -6.6% | +0.4% |
| 6M | +27.1% | -12.1% | +39.2% | +33.0% |
| YTD | +21.2% | -7.5% | +28.7% | +23.2% |
| 1Y | +34.3% | -20.1% | +54.4% | +45.9% |
| 3Y | +396.3% | +53.9% | +342.4% | +255.6% |
| All | +921.2% | -22.5% | +943.7% | +1,024.3% |
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