+70.8%
NVT vs RMD
-18.7%
+89.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.5% |
| 7D | +4.1% | -4.4% | +8.5% | +2.9% |
| 30D | -5.1% | -3.1% | -2.0% | -5.6% |
| 3M | -1.2% | +13.8% | -14.9% | +1.9% |
| 6M | +46.6% | -8.6% | +55.2% | +52.5% |
| YTD | +60.0% | -8.6% | +68.6% | +67.1% |
| 1Y | +70.8% | -19.7% | +90.5% | +82.3% |
| All | +70.8% | -18.7% | +89.5% | +82.3% |
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