+14.6%
SNOW vs RMD
+43.1%
-28.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.8% | -2.7% |
| 7D | +5.5% | +2.1% | +3.4% | +4.7% |
| 30D | -13.2% | +2.1% | -15.2% | -13.9% |
| 3M | -13.7% | +6.2% | -20.0% | -16.0% |
| 6M | +91.0% | +19.4% | +71.6% | +75.8% |
| YTD | +32.7% | +0.5% | +32.1% | +30.3% |
| 1Y | +13.3% | -3.9% | +17.2% | +13.2% |
| 3Y | +83.4% | +72.5% | +10.8% | +26.7% |
| 5Y | -24.7% | -1.5% | -23.2% | -30.0% |
| All | +14.6% | +43.1% | -28.5% | -14.0% |
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