+591.8%
ON vs RMD
+269.7%
+322.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -1.9% | -4.7% | +2.8% | +0.2% |
| 30D | -11.0% | +0.2% | -11.3% | -11.3% |
| 3M | -39.3% | +12.0% | -51.3% | -43.3% |
| 6M | +19.8% | -12.5% | +32.4% | +24.9% |
| YTD | +31.1% | -7.9% | +39.0% | +32.8% |
| 1Y | +46.0% | -20.4% | +66.4% | +58.6% |
| 3Y | -27.5% | +53.1% | -80.6% | -44.6% |
| 5Y | +56.9% | -22.1% | +79.0% | +63.4% |
| 10Y | +591.8% | +275.4% | +316.4% | +281.6% |
| All | +591.8% | +269.7% | +322.1% | +281.6% |
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