+574.2%
SNPS vs RMD
+269.7%
+304.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -5.5% | -4.7% | -0.7% | -3.6% |
| 30D | -4.5% | +0.2% | -4.7% | -4.7% |
| 3M | -15.5% | +12.0% | -27.5% | -20.0% |
| 6M | -10.1% | -12.5% | +2.5% | -5.9% |
| YTD | -16.3% | -7.9% | -8.3% | -14.5% |
| 1Y | -34.9% | -20.4% | -14.6% | -29.0% |
| 3Y | -14.4% | +53.1% | -67.5% | -32.1% |
| 5Y | +17.9% | -22.1% | +40.0% | +23.7% |
| 10Y | +574.2% | +275.4% | +298.8% | +291.1% |
| All | +574.2% | +269.7% | +304.5% | +291.1% |
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 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