+32.8%
SNOW vs RMD
+36.0%
-3.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.3% |
| 7D | +2.8% | -5.0% | +7.8% | +4.8% |
| 30D | +6.4% | +2.2% | +4.2% | +5.3% |
| 3M | +38.1% | +17.8% | +20.2% | +28.6% |
| 6M | +100.4% | -11.3% | +111.7% | +108.6% |
| YTD | +53.7% | -4.4% | +58.1% | +54.2% |
| 1Y | +52.0% | -15.7% | +67.7% | +60.5% |
| 3Y | +114.7% | +47.7% | +66.9% | +60.0% |
| 5Y | +8.8% | -19.2% | +28.0% | +7.6% |
| All | +32.8% | +36.0% | -3.2% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling