+146.0%
QLD vs RMD
+69.3%
+76.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.7% | -2.5% |
| 7D | +7.0% | +2.1% | +4.9% | +6.4% |
| 30D | -14.3% | +2.1% | -16.4% | -14.9% |
| 3M | -16.0% | +6.2% | -22.2% | -17.7% |
| 6M | -14.2% | +19.4% | -33.6% | -19.9% |
| YTD | +12.8% | +0.5% | +12.2% | +12.2% |
| 1Y | +14.1% | -3.9% | +18.0% | +15.5% |
| 3Y | +146.0% | +72.5% | +73.4% | +107.9% |
| All | +146.0% | +69.3% | +76.6% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling