-53.5%
SNAP vs RMD
+69.3%
-122.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | +6.0% | +2.1% | +4.0% | +4.9% |
| 30D | -13.8% | +2.1% | -15.9% | -14.7% |
| 3M | -0.8% | +6.2% | -7.0% | -3.9% |
| 6M | -6.2% | +19.4% | -25.6% | -15.2% |
| YTD | -34.8% | +0.5% | -35.4% | -35.8% |
| 1Y | -38.7% | -3.9% | -34.7% | -38.2% |
| 3Y | -53.5% | +72.5% | -126.0% | -66.6% |
| All | -53.5% | +69.3% | -122.8% | -66.6% |
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 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