-77.7%
SNAP vs RMD
+248.8%
-326.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -3.9% |
| 7D | +0.7% | -5.0% | +5.7% | +3.0% |
| 30D | +2.6% | +2.2% | +0.4% | +1.6% |
| 3M | -9.9% | +17.8% | -27.7% | -16.3% |
| 6M | +1.9% | -11.3% | +13.2% | +6.9% |
| YTD | -32.2% | -4.4% | -27.8% | -31.4% |
| 1Y | -22.8% | -15.7% | -7.1% | -17.6% |
| 3Y | -47.6% | +47.7% | -95.3% | -57.0% |
| 5Y | -92.7% | -19.2% | -73.5% | -92.6% |
| All | -77.7% | +248.8% | -326.4% | -85.8% |
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 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