-94.8%
RANI vs SPY
+86.1%
-180.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | -0.4% |
| 7D | -0.9% | -0.9% | 0.0% | +0.8% |
| 30D | -24.4% | -2.4% | -22.0% | -21.4% |
| 3M | -27.6% | -1.2% | -26.5% | -26.0% |
| 6M | -46.9% | +3.3% | -50.2% | -48.7% |
| YTD | -57.9% | +12.3% | -70.2% | -63.1% |
| 1Y | -70.7% | +12.4% | -83.2% | -74.2% |
| 3Y | -71.3% | +78.8% | -150.1% | -83.6% |
| 5Y | -98.0% | +75.2% | -173.2% | -98.8% |
| All | -94.8% | +86.1% | -180.9% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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