-12.9%
NVTS vs RMD
-12.5%
-0.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | +0.5% | -4.2% | +4.6% | +2.6% |
| 30D | -18.0% | -2.1% | -16.0% | -17.4% |
| 3M | -45.6% | +13.8% | -59.4% | -50.7% |
| 6M | +28.5% | -10.6% | +39.1% | +33.5% |
| YTD | +56.2% | -8.1% | +64.3% | +58.7% |
| 1Y | +97.7% | -18.0% | +115.7% | +115.7% |
| 3Y | +35.0% | +52.9% | -17.9% | -9.3% |
| All | -12.9% | -12.5% | -0.4% | -16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling