+95.7%
QQQ vs RMD
-23.0%
+118.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -0.6% | -4.4% | +3.8% | +0.6% |
| 30D | -1.2% | -3.1% | +1.9% | -0.5% |
| 3M | -0.2% | +13.8% | -14.0% | -4.3% |
| 6M | +17.9% | -8.6% | +26.5% | +20.2% |
| YTD | +16.6% | -8.6% | +25.3% | +18.6% |
| 1Y | +23.0% | -19.7% | +42.7% | +29.8% |
| 3Y | +92.9% | +48.4% | +44.6% | +60.0% |
| All | +95.7% | -23.0% | +118.8% | +101.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling