+189.4%
NXT vs RMD
+68.3%
+121.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.1% | -4.7% |
| 7D | +4.0% | +3.1% | +0.9% | +3.6% |
| 30D | +15.9% | +1.8% | +14.2% | +15.5% |
| 3M | -3.0% | +6.7% | -9.7% | -4.1% |
| 6M | -20.7% | +13.9% | -34.6% | -22.8% |
| YTD | +14.6% | -2.0% | +16.6% | +15.6% |
| 1Y | -7.1% | -5.4% | -1.7% | -5.6% |
| 3Y | +189.4% | +67.4% | +122.0% | +130.1% |
| All | +189.4% | +68.3% | +121.1% | +130.1% |
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 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