+1,837.5%
SNDK vs RMD
-18.7%
+1,856.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.7% |
| 7D | -6.1% | -4.4% | -1.7% | -7.7% |
| 30D | +21.5% | -3.1% | +24.6% | +20.5% |
| 3M | -13.2% | +13.8% | -27.0% | -9.4% |
| 6M | +149.2% | -8.6% | +157.8% | +181.2% |
| YTD | +588.1% | -8.6% | +596.7% | +654.9% |
| 1Y | +1,837.5% | -19.7% | +1,857.2% | +2,417.2% |
| All | +1,837.5% | -18.7% | +1,856.2% | +2,417.2% |
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