+199.7%
SNDK vs RMD
-11.5%
+211.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.2% |
| 7D | +13.6% | -4.7% | +18.3% | +9.8% |
| 30D | +42.5% | +0.2% | +42.3% | +43.6% |
| 3M | +7.1% | +12.0% | -4.9% | +20.9% |
| 6M | +199.7% | -12.5% | +212.2% | +320.3% |
| All | +199.7% | -11.5% | +211.2% | +320.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling