+684.5%
SNPS vs RMD
+340.4%
+344.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.2% |
| 7D | -0.6% | +3.1% | -3.7% | -1.9% |
| 30D | -9.8% | +1.8% | -11.6% | -10.8% |
| 3M | +11.7% | +6.7% | +5.0% | +8.1% |
| 6M | -10.9% | +13.9% | -24.8% | -17.0% |
| YTD | -2.1% | -2.0% | -0.1% | -3.1% |
| 1Y | +14.8% | -5.4% | +20.2% | +15.1% |
| 3Y | -11.3% | +67.4% | -78.7% | -32.4% |
| 5Y | +36.2% | -5.7% | +41.9% | +31.2% |
| 10Y | +684.5% | +338.4% | +346.1% | +318.5% |
| All | +684.5% | +340.4% | +344.1% | +318.5% |
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