+673.5%
SNPS vs RMD
+346.1%
+327.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | -6.4% | +1.9% | -8.4% | -7.5% |
| 3M | +12.2% | +6.3% | +5.9% | +8.7% |
| 6M | -9.8% | +18.2% | -28.1% | -17.2% |
| YTD | -1.5% | +0.3% | -1.8% | -3.4% |
| 1Y | +16.0% | -4.3% | +20.3% | +15.8% |
| 3Y | -10.8% | +71.3% | -82.1% | -32.6% |
| 5Y | +33.3% | -1.8% | +35.1% | +26.3% |
| All | +673.5% | +346.1% | +327.3% | +301.8% |
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 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