+2,622.7%
NVDL vs RMD
+0.2%
+2,622.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -0.8% | -4.7% | +3.9% | +1.3% |
| 30D | +3.4% | +0.2% | +3.2% | +3.1% |
| 3M | +8.1% | +12.0% | -3.9% | +0.3% |
| 6M | +31.9% | -12.5% | +44.4% | +39.5% |
| YTD | +21.1% | -7.9% | +29.0% | +24.0% |
| 1Y | +34.0% | -20.4% | +54.4% | +47.9% |
| 3Y | +677.9% | +53.1% | +624.8% | +531.9% |
| All | +2,622.7% | +0.2% | +2,622.5% | +2,315.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling