-34.9%
SNPS vs RMD
-20.7%
-14.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -5.5% | -4.7% | -0.7% | -4.0% |
| 30D | -4.5% | +0.2% | -4.7% | -4.5% |
| 3M | -15.5% | +12.0% | -27.5% | -19.5% |
| 6M | -10.1% | -12.5% | +2.5% | +1.0% |
| YTD | -16.3% | -7.9% | -8.3% | -13.3% |
| 1Y | -34.9% | -20.4% | -14.6% | +1.7% |
| All | -34.9% | -20.7% | -14.3% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling