+48.0%
NVTS vs RMD
+51.8%
-3.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +2.8% |
| 7D | +9.7% | -4.5% | +14.1% | +11.3% |
| 30D | -13.6% | +4.6% | -18.2% | -15.2% |
| 3M | -51.0% | +14.8% | -65.8% | -54.4% |
| 6M | +46.3% | -12.1% | +58.4% | +54.0% |
| YTD | +68.1% | -7.5% | +75.5% | +71.8% |
| 1Y | +113.9% | -20.1% | +134.0% | +136.2% |
| All | +48.0% | +51.8% | -3.8% | +13.8% |
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