+649.9%
NVDL vs RMD
+49.9%
+600.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -10.3% | -4.4% | -5.9% | -8.4% |
| 30D | -7.1% | -3.1% | -4.0% | -5.9% |
| 3M | +6.6% | +13.8% | -7.2% | -2.9% |
| 6M | +21.1% | -8.6% | +29.6% | +25.8% |
| YTD | +15.2% | -8.6% | +23.9% | +18.9% |
| 1Y | +18.8% | -19.7% | +38.5% | +32.3% |
| 3Y | +649.9% | +48.4% | +601.5% | +506.2% |
| All | +649.9% | +49.9% | +600.0% | +506.2% |
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