-18.4%
SNOW vs RMD
-4.0%
-14.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | 0.0% | +1.1% |
| 7D | +3.7% | -0.8% | +4.5% | +4.0% |
| 30D | -16.4% | +1.7% | -18.1% | -17.1% |
| 3M | -9.9% | +6.4% | -16.2% | -12.3% |
| 6M | +98.8% | +20.7% | +78.1% | +81.5% |
| YTD | +37.3% | -0.2% | +37.5% | +35.2% |
| 1Y | +11.0% | -4.5% | +15.6% | +11.3% |
| 3Y | +87.8% | +70.5% | +17.3% | +24.1% |
| 5Y | -18.4% | -1.6% | -16.8% | -22.1% |
| All | -18.4% | -4.0% | -14.4% | -22.1% |
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