-92.4%
RANI vs SPY
+86.3%
-178.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.2% |
| 7D | -2.1% | -0.4% | -1.7% | -1.6% |
| 30D | +8.1% | -1.4% | +9.5% | +10.2% |
| 3M | +3.6% | +3.7% | -0.1% | -1.5% |
| 6M | -39.1% | +13.0% | -52.1% | -47.6% |
| YTD | -37.8% | +12.4% | -50.2% | -45.8% |
| 1Y | +68.3% | +18.5% | +49.8% | +39.4% |
| 3Y | -77.4% | +77.6% | -155.0% | -87.1% |
| 5Y | -95.7% | +81.7% | -177.4% | -97.4% |
| All | -92.4% | +86.3% | -178.6% | -94.9% |
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