+66.7%
SNXX vs RMD
-5.2%
+71.9%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +5.9% | -21.7% | -9.3% |
| 7D | -47.8% | -3.9% | -43.9% | -50.2% |
| 30D | -66.0% | +7.9% | -73.9% | -61.6% |
| 3M | -57.5% | +8.1% | -65.6% | -51.6% |
| 6M | -66.7% | +15.5% | -82.2% | -49.5% |
| All | +66.7% | -5.2% | +71.9% | +119.0% |
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 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