-16.7%
NVO vs RMD
-18.7%
+2.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -7.6% | -4.4% | -3.2% | -6.6% |
| 30D | -6.0% | -3.1% | -2.8% | -5.3% |
| 3M | -0.8% | +13.8% | -14.6% | -4.9% |
| 6M | +16.5% | -8.6% | +25.0% | +18.3% |
| YTD | -11.1% | -8.6% | -2.5% | -12.2% |
| 1Y | -16.7% | -19.7% | +3.0% | -9.4% |
| All | -16.7% | -18.7% | +2.0% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling