+520.4%
ON vs RMD
+340.9%
+179.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | -4.1% | +3.1% | -7.2% | -5.5% |
| 30D | -10.2% | +1.8% | -12.0% | -11.3% |
| 3M | -12.7% | +6.7% | -19.4% | -15.9% |
| 6M | -32.5% | +13.9% | -46.4% | -38.1% |
| YTD | +28.6% | -2.0% | +30.6% | +26.0% |
| 1Y | +43.4% | -5.4% | +48.8% | +42.8% |
| 3Y | +3.3% | +67.4% | -64.1% | -24.0% |
| 5Y | +22.5% | -5.7% | +28.2% | +16.6% |
| All | +520.4% | +340.9% | +179.5% | +208.7% |
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