+439.5%
SN vs RMD
+8.4%
+431.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.3% |
| 7D | +7.2% | +2.3% | +4.9% | +6.2% |
| 30D | +20.4% | +4.1% | +16.3% | +18.4% |
| 3M | +23.9% | +5.7% | +18.2% | +20.9% |
| 6M | +93.0% | +12.9% | +80.2% | +82.8% |
| YTD | +99.2% | -1.5% | +100.8% | +97.8% |
| 1Y | +142.6% | -4.8% | +147.4% | +143.8% |
| 3Y | +398.8% | +57.5% | +341.3% | +297.9% |
| All | +439.5% | +8.4% | +431.1% | +430.9% |
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