-24.8%
SNAP vs RMD
-19.2%
-5.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.9% |
| 7D | +1.5% | -4.5% | +6.0% | +3.8% |
| 30D | +1.9% | +4.6% | -2.7% | -0.1% |
| 3M | -3.9% | +14.8% | -18.7% | -10.0% |
| 6M | +5.2% | -12.1% | +17.3% | +9.7% |
| YTD | -32.7% | -7.5% | -25.2% | -32.3% |
| 1Y | -24.8% | -20.1% | -4.7% | -15.6% |
| All | -24.8% | -19.2% | -5.6% | -15.6% |
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