+17.1%
SNPS vs RMD
-19.3%
+36.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.3% |
| 7D | -11.0% | -5.0% | -6.0% | -9.2% |
| 30D | -1.7% | +2.2% | -4.0% | -2.8% |
| 3M | -20.4% | +17.8% | -38.2% | -25.8% |
| 6M | -8.6% | -11.3% | +2.7% | -4.8% |
| YTD | -16.2% | -4.4% | -11.7% | -15.5% |
| 1Y | -34.6% | -15.7% | -18.9% | -30.1% |
| 3Y | -14.5% | +47.7% | -62.2% | -30.2% |
| All | +17.1% | -19.3% | +36.4% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling