+180.5%
NXT vs RMD
+3.2%
+177.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.7% |
| 7D | +2.9% | -4.5% | +7.3% | +3.7% |
| 30D | -17.2% | +4.6% | -21.8% | -18.0% |
| 3M | -32.0% | +14.8% | -46.8% | -34.1% |
| 6M | -15.8% | -12.1% | -3.7% | -13.3% |
| YTD | -1.9% | -7.5% | +5.6% | -0.3% |
| 1Y | +22.5% | -20.1% | +42.6% | +28.5% |
| 3Y | +100.5% | +53.9% | +46.7% | +72.6% |
| All | +180.5% | +3.2% | +177.3% | +154.5% |
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 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