-70.1%
RANI vs SPY
+78.0%
-148.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.6% | +0.5% |
| 7D | +4.0% | +0.1% | +3.9% | +4.3% |
| 30D | -28.2% | -3.3% | -24.8% | -23.0% |
| 3M | -27.5% | -2.4% | -25.1% | -23.7% |
| 6M | -40.6% | +2.6% | -43.1% | -42.9% |
| YTD | -57.5% | +11.2% | -68.7% | -64.3% |
| 1Y | -71.6% | +13.4% | -85.0% | -76.8% |
| 3Y | -70.1% | +79.9% | -150.0% | -81.9% |
| All | -70.1% | +78.0% | -148.1% | -81.9% |
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