-95.5%
RANI vs SPY
+81.8%
-177.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.5% | +1.7% |
| 7D | +0.9% | +0.5% | +0.4% | +0.1% |
| 30D | +10.2% | -0.9% | +11.2% | +11.7% |
| 3M | +3.9% | +3.9% | 0.0% | -1.5% |
| 6M | -32.8% | +14.5% | -47.4% | -43.3% |
| YTD | -35.3% | +12.9% | -48.3% | -44.2% |
| 1Y | +74.6% | +19.4% | +55.2% | +42.8% |
| 3Y | -76.5% | +78.5% | -155.0% | -86.9% |
| 5Y | -95.5% | +81.8% | -177.2% | -97.4% |
| All | -95.5% | +81.8% | -177.2% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling