+3.6%
NVT vs RMD
-1.9%
+5.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +5.9% | -18.6% | -10.8% |
| 7D | -19.5% | -3.9% | -15.6% | -19.6% |
| 30D | -32.4% | +7.9% | -40.3% | -29.8% |
| 3M | -30.3% | +8.1% | -38.4% | -27.3% |
| 6M | -30.4% | +15.5% | -46.0% | -24.7% |
| YTD | +11.3% | +0.7% | +10.7% | +21.7% |
| 1Y | +3.6% | -1.4% | +4.9% | +13.6% |
| All | +3.6% | -1.9% | +5.5% | +13.6% |
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