+450.0%
SN vs RMD
+69.3%
+380.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.7% |
| 7D | +1.5% | +2.1% | -0.5% | +0.8% |
| 30D | +21.5% | +2.1% | +19.4% | +20.5% |
| 3M | +20.0% | +6.2% | +13.8% | +17.4% |
| 6M | +119.9% | +19.4% | +100.5% | +105.6% |
| YTD | +102.3% | +0.5% | +101.8% | +99.5% |
| 1Y | +148.0% | -3.9% | +151.9% | +148.2% |
| 3Y | +450.0% | +72.5% | +377.5% | +413.3% |
| All | +450.0% | +69.3% | +380.7% | +413.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling