+12.3%
QQQ vs RMD
-3.5%
+15.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +3.6% | +2.1% | +1.5% | +3.6% |
| 30D | -6.7% | +2.1% | -8.8% | -6.6% |
| 3M | -7.0% | +6.2% | -13.3% | -6.9% |
| 6M | -4.7% | +19.4% | -24.1% | -4.3% |
| YTD | +11.1% | +0.5% | +10.5% | +14.5% |
| 1Y | +12.3% | -3.9% | +16.2% | +16.2% |
| All | +12.3% | -3.5% | +15.8% | +16.2% |
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