-8.1%
SNPS vs RMD
+57.4%
-65.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.0% | +2.8% |
| 7D | -3.7% | +2.3% | -6.0% | -4.3% |
| 30D | -10.4% | +4.1% | -14.5% | -11.6% |
| 3M | +11.0% | +5.7% | +5.3% | +8.7% |
| 6M | -10.7% | +12.9% | -23.6% | -14.6% |
| YTD | -4.1% | -1.5% | -2.6% | -4.2% |
| 1Y | +13.7% | -4.8% | +18.5% | +14.7% |
| 3Y | -8.1% | +57.5% | -65.5% | -14.0% |
| All | -8.1% | +57.4% | -65.5% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling