+136.0%
NVO vs RMD
+274.3%
-138.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -7.6% | -4.4% | -3.2% | -6.5% |
| 30D | -6.0% | -3.1% | -2.8% | -5.3% |
| 3M | -0.8% | +13.8% | -14.6% | -4.3% |
| 6M | +16.5% | -8.6% | +25.0% | +18.4% |
| YTD | -11.1% | -8.6% | -2.5% | -9.9% |
| 1Y | -16.7% | -19.7% | +3.0% | -12.8% |
| 3Y | -52.9% | +48.4% | -101.3% | -58.9% |
| 5Y | -3.0% | -22.7% | +19.8% | -0.7% |
| All | +136.0% | +274.3% | -138.3% | +74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling