+52.6%
SN vs RMD
-19.2%
+71.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +2.0% |
| 7D | +0.1% | -4.5% | +4.6% | +1.6% |
| 30D | -5.6% | +4.6% | -10.2% | -6.7% |
| 3M | +48.1% | +14.8% | +33.3% | +41.0% |
| 6M | +57.6% | -12.1% | +69.7% | +61.2% |
| YTD | +56.5% | -7.5% | +64.0% | +55.2% |
| 1Y | +52.6% | -20.1% | +72.6% | +50.4% |
| All | +52.6% | -19.2% | +71.8% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling