+93.3%
QQQ vs RMD
+51.0%
+42.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +1.0% | -4.7% | +5.7% | +1.8% |
| 30D | -0.6% | +0.2% | -0.9% | -0.7% |
| 3M | +1.3% | +12.0% | -10.7% | -0.9% |
| 6M | +18.1% | -12.5% | +30.7% | +21.0% |
| YTD | +16.9% | -7.9% | +24.8% | +18.3% |
| 1Y | +24.0% | -20.4% | +44.4% | +29.2% |
| All | +93.3% | +51.0% | +42.3% | +79.0% |
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