+8.4%
QLD vs RMD
-4.7%
+13.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.8% |
| 7D | -1.4% | +1.2% | -2.6% | -1.5% |
| 30D | -19.6% | +2.5% | -22.1% | -19.2% |
| 3M | -14.1% | +11.5% | -25.7% | -13.8% |
| 6M | -13.6% | +14.7% | -28.3% | -12.3% |
| YTD | +12.5% | -1.3% | +13.9% | +19.6% |
| All | +8.4% | -4.7% | +13.1% | +15.9% |
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