+48.9%
NVTS vs RMD
+69.3%
-20.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.3% | -6.6% | -6.5% |
| 7D | +3.9% | +2.1% | +1.9% | +3.3% |
| 30D | -4.3% | +2.1% | -6.4% | -5.0% |
| 3M | -34.5% | +6.2% | -40.7% | -35.9% |
| 6M | -57.7% | +19.4% | -77.1% | -60.9% |
| YTD | +25.4% | +0.5% | +24.8% | +24.8% |
| 1Y | +13.1% | -3.9% | +17.1% | +15.3% |
| 3Y | +48.9% | +72.5% | -23.6% | +6.3% |
| All | +48.9% | +69.3% | -20.4% | +6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling