-20.6%
NVDA vs RMD
+16.9%
-37.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +3.2% |
| 7D | -13.2% | -0.8% | -12.4% | -13.4% |
| 30D | -23.2% | +1.7% | -24.9% | -22.3% |
| 3M | -20.0% | +6.4% | -26.4% | -17.9% |
| 6M | -20.6% | +20.7% | -41.4% | -15.7% |
| All | -20.6% | +16.9% | -37.6% | -15.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling