+432.9%
SNXX vs RMD
-10.0%
+443.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.7% | +22.9% |
| 7D | +34.9% | -5.0% | +39.9% | +25.6% |
| 30D | +52.5% | +2.2% | +50.3% | +56.6% |
| 3M | -41.3% | +17.8% | -59.2% | -18.9% |
| 6M | +293.8% | -11.3% | +305.1% | +346.3% |
| All | +432.9% | -10.0% | +443.0% | +535.8% |
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