+209.9%
ON vs RMD
+2,806.6%
-2,596.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +2.4% | -5.0% | +7.4% | +4.4% |
| 30D | -3.3% | +2.2% | -5.5% | -4.5% |
| 3M | -43.6% | +17.8% | -61.4% | -47.7% |
| 6M | +19.0% | -11.3% | +30.3% | +22.3% |
| YTD | +37.4% | -4.4% | +41.8% | +36.8% |
| 1Y | +54.8% | -15.7% | +70.5% | +61.8% |
| 3Y | -25.2% | +47.7% | -72.9% | -38.5% |
| 5Y | +62.7% | -19.2% | +81.9% | +66.4% |
| 10Y | +574.3% | +280.4% | +294.0% | +287.5% |
| All | +209.9% | +2,806.6% | -2,596.6% | -5.5% |
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 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