-9.4%
NVTS vs RMD
-12.3%
+3.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +3.5% | -4.7% | +8.2% | +6.0% |
| 30D | -11.9% | +0.2% | -12.2% | -12.3% |
| 3M | -49.2% | +12.0% | -61.2% | -53.5% |
| 6M | +38.4% | -12.5% | +51.0% | +45.8% |
| YTD | +62.5% | -7.9% | +70.4% | +64.9% |
| 1Y | +101.4% | -20.4% | +121.8% | +124.2% |
| 3Y | +40.4% | +53.1% | -12.7% | -5.7% |
| All | -9.4% | -12.3% | +3.0% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling