+177.4%
NXT vs RMD
+6.6%
+170.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -1.1% | -5.0% | +3.9% | -0.2% |
| 30D | -15.3% | +2.2% | -17.6% | -15.8% |
| 3M | -43.8% | +17.8% | -61.6% | -45.8% |
| 6M | -18.7% | -11.3% | -7.3% | -16.3% |
| YTD | -3.0% | -4.4% | +1.4% | -1.9% |
| 1Y | +22.7% | -15.7% | +38.5% | +27.4% |
| 3Y | +95.9% | +47.7% | +48.2% | +70.6% |
| All | +177.4% | +6.6% | +170.8% | +150.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling