+170.4%
NXT vs RMD
+2.7%
+167.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.5% |
| 7D | -0.2% | -4.7% | +4.5% | +0.6% |
| 30D | -20.0% | +0.2% | -20.2% | -20.1% |
| 3M | -30.9% | +12.0% | -42.9% | -32.7% |
| 6M | -23.8% | -12.5% | -11.3% | -21.6% |
| YTD | -5.4% | -7.9% | +2.5% | -3.8% |
| 1Y | +28.0% | -20.4% | +48.4% | +34.4% |
| 3Y | +93.3% | +53.1% | +40.2% | +66.6% |
| All | +170.4% | +2.7% | +167.7% | +145.5% |
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