-53.8%
SNAP vs RMD
+68.9%
-122.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.7% | -2.5% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -19.6% | +1.9% | -21.5% | -20.4% |
| 3M | +0.4% | +6.3% | -5.9% | -2.8% |
| 6M | -5.9% | +18.2% | -24.2% | -14.5% |
| YTD | -35.3% | +0.3% | -35.6% | -36.2% |
| 1Y | -42.6% | -4.3% | -38.3% | -42.0% |
| All | -53.8% | +68.9% | -122.7% | -66.8% |
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