-76.9%
RANI vs SPY
+80.4%
-157.4%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.2% |
| 7D | +3.0% | +0.1% | +2.9% | +2.7% |
| 30D | +10.9% | +0.1% | +10.8% | +10.8% |
| 3M | -3.8% | +2.0% | -5.8% | -7.2% |
| 6M | -36.4% | +13.0% | -49.4% | -48.3% |
| YTD | -35.9% | +13.5% | -49.5% | -48.2% |
| 1Y | +88.0% | +20.0% | +68.1% | +42.0% |
| All | -76.9% | +80.4% | -157.4% | -87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling