-92.8%
SNAP vs RMD
-19.3%
-73.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -3.8% |
| 7D | +0.7% | -5.0% | +5.7% | +3.6% |
| 30D | +2.6% | +2.2% | +0.4% | +1.3% |
| 3M | -9.9% | +17.8% | -27.7% | -17.8% |
| 6M | +1.9% | -11.3% | +13.2% | +8.2% |
| YTD | -32.2% | -4.4% | -27.8% | -31.3% |
| 1Y | -22.8% | -15.7% | -7.1% | -16.4% |
| 3Y | -47.6% | +47.7% | -95.3% | -60.4% |
| All | -92.8% | -19.3% | -73.5% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling