+25.6%
QQQ vs RMD
-14.6%
+40.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.4% | -5.0% | +5.3% | +0.5% |
| 30D | +0.2% | +2.2% | -2.0% | +0.2% |
| 3M | -2.8% | +17.8% | -20.7% | -3.3% |
| 6M | +18.0% | -11.3% | +29.3% | +21.8% |
| YTD | +17.3% | -4.4% | +21.7% | +20.3% |
| 1Y | +25.6% | -15.7% | +41.3% | +32.7% |
| All | +25.6% | -14.6% | +40.2% | +32.7% |
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