+29.8%
SNOW vs RMD
+30.8%
-0.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -7.5% | -4.2% | -3.3% | -6.0% |
| 30D | -1.3% | -2.1% | +0.7% | -0.7% |
| 3M | +37.4% | +13.8% | +23.7% | +29.8% |
| 6M | +88.1% | -10.6% | +98.7% | +94.7% |
| YTD | +50.3% | -8.1% | +58.4% | +52.9% |
| 1Y | +46.0% | -18.0% | +63.9% | +55.7% |
| 3Y | +98.7% | +52.9% | +45.8% | +43.7% |
| 5Y | +3.5% | -22.3% | +25.8% | +3.9% |
| All | +29.8% | +30.8% | -0.9% | +1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling