+14.1%
QLD vs RMD
-3.5%
+17.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.7% | -2.5% |
| 7D | +7.0% | +2.1% | +4.9% | +6.9% |
| 30D | -14.3% | +2.1% | -16.4% | -14.1% |
| 3M | -16.0% | +6.2% | -22.2% | -15.7% |
| 6M | -14.2% | +19.4% | -33.6% | -13.6% |
| YTD | +12.8% | +0.5% | +12.2% | +19.8% |
| 1Y | +14.1% | -3.9% | +18.0% | +22.3% |
| All | +14.1% | -3.5% | +17.6% | +22.3% |
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 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