+14,369.5%
NVO vs RMD
+35,478.9%
-21,109.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | -4.7% | -4.7% | 0.0% | -4.2% |
| 30D | -5.4% | +0.2% | -5.7% | -5.5% |
| 3M | +7.0% | +12.0% | -5.0% | +5.4% |
| 6M | +17.6% | -12.5% | +30.1% | +19.2% |
| YTD | -8.0% | -7.9% | -0.1% | -7.5% |
| 1Y | -13.8% | -20.4% | +6.5% | -11.8% |
| 3Y | -50.3% | +53.1% | -103.4% | -53.2% |
| 5Y | +0.7% | -22.1% | +22.8% | +1.3% |
| 10Y | +155.6% | +275.4% | -119.8% | +118.5% |
| All | +14,369.5% | +35,478.9% | -21,109.3% | +9,966.7% |
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 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