+23.0%
QQQ vs RMD
-18.7%
+41.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | -0.6% | -4.4% | +3.8% | -0.5% |
| 30D | -1.2% | -3.1% | +1.9% | -1.1% |
| 3M | -0.2% | +13.8% | -14.0% | -0.7% |
| 6M | +17.9% | -8.6% | +26.5% | +21.1% |
| YTD | +16.6% | -8.6% | +25.3% | +19.8% |
| 1Y | +23.0% | -19.7% | +42.7% | +31.3% |
| All | +23.0% | -18.7% | +41.7% | +31.3% |
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