+3.6%
SNOW vs RMD
-22.9%
+26.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +8.4% | -4.7% | +13.1% | +10.4% |
| 30D | -1.0% | +0.2% | -1.2% | -1.2% |
| 3M | +38.3% | +12.0% | +26.3% | +31.1% |
| 6M | +81.3% | -12.5% | +93.8% | +89.9% |
| YTD | +51.1% | -7.9% | +59.1% | +53.8% |
| 1Y | +47.0% | -20.4% | +67.3% | +59.4% |
| 3Y | +99.7% | +53.1% | +46.6% | +38.7% |
| 5Y | +3.6% | -22.1% | +25.7% | +10.6% |
| All | +3.6% | -22.9% | +26.5% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling