+113.0%
NVTS vs RMD
-14.6%
+127.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.2% |
| 7D | +2.7% | -5.0% | +7.7% | +1.4% |
| 30D | -4.5% | +2.2% | -6.7% | -3.4% |
| 3M | -61.5% | +17.8% | -79.4% | -59.9% |
| 6M | +28.0% | -11.3% | +39.3% | +43.6% |
| YTD | +65.3% | -4.4% | +69.7% | +80.6% |
| 1Y | +113.0% | -15.7% | +128.7% | +164.4% |
| All | +113.0% | -14.6% | +127.6% | +164.4% |
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