+319.5%
SN vs RMD
+5.2%
+314.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.9% |
| 7D | -9.3% | -5.0% | -4.3% | -7.5% |
| 30D | -4.8% | +2.2% | -7.0% | -5.7% |
| 3M | +40.4% | +17.8% | +22.6% | +31.4% |
| 6M | +50.9% | -11.3% | +62.3% | +57.2% |
| YTD | +54.9% | -4.4% | +59.4% | +56.0% |
| 1Y | +43.0% | -15.7% | +58.7% | +50.8% |
| 3Y | +391.8% | +47.7% | +344.1% | +307.0% |
| All | +319.5% | +5.2% | +314.4% | +318.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling