+751.2%
NVT vs RMD
+145.2%
+606.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +5.0% |
| 7D | +10.4% | -4.5% | +14.8% | +11.6% |
| 30D | -1.3% | +4.6% | -5.9% | -2.7% |
| 3M | -0.6% | +14.8% | -15.4% | -5.3% |
| 6M | +53.8% | -12.1% | +65.8% | +57.8% |
| YTD | +60.2% | -7.5% | +67.7% | +61.5% |
| 1Y | +76.8% | -20.1% | +96.8% | +85.8% |
| 3Y | +191.2% | +53.9% | +137.4% | +142.8% |
| 5Y | +430.9% | -22.2% | +453.1% | +439.7% |
| All | +751.2% | +145.2% | +606.1% | +448.4% |
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 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