+230.2%
NXT vs RMD
+11.4%
+218.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.4% |
| 7D | -5.7% | -0.8% | -4.9% | -5.6% |
| 30D | +18.5% | +1.7% | +16.9% | +18.0% |
| 3M | -4.1% | +6.4% | -10.5% | -5.4% |
| 6M | -20.3% | +20.7% | -41.0% | -23.9% |
| YTD | +15.5% | -0.2% | +15.6% | +15.6% |
| 1Y | -5.0% | -4.5% | -0.4% | -3.9% |
| 3Y | +191.6% | +70.5% | +121.1% | +145.3% |
| All | +230.2% | +11.4% | +218.8% | +195.1% |
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