+523.3%
ON vs RMD
+347.3%
+176.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.7% |
| 7D | +12.2% | +2.1% | +10.2% | +11.3% |
| 30D | -3.1% | +2.1% | -5.2% | -4.3% |
| 3M | -12.9% | +6.2% | -19.1% | -15.8% |
| 6M | -38.6% | +19.4% | -58.0% | -44.7% |
| YTD | +31.2% | +0.5% | +30.7% | +27.3% |
| 1Y | +47.6% | -3.9% | +51.6% | +46.2% |
| 3Y | +6.6% | +72.5% | -65.9% | -22.7% |
| 5Y | +21.3% | -1.5% | +22.8% | +13.3% |
| All | +523.3% | +347.3% | +176.0% | +199.0% |
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