+89.8%
SNOW vs RMD
+68.2%
+21.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | 0.0% | +1.5% |
| 7D | +3.7% | -0.8% | +4.5% | +3.8% |
| 30D | -16.4% | +1.7% | -18.1% | -16.6% |
| 3M | -9.9% | +6.4% | -16.2% | -10.7% |
| 6M | +98.8% | +20.7% | +78.1% | +92.0% |
| YTD | +37.3% | -0.2% | +37.5% | +37.7% |
| 1Y | +11.0% | -4.5% | +15.6% | +12.5% |
| All | +89.8% | +68.2% | +21.6% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling