+56.8%
QQQI vs RMD
+18.2%
+38.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -1.0% | -4.2% | +3.2% | -0.5% |
| 30D | -0.6% | -2.1% | +1.5% | -0.3% |
| 3M | +3.4% | +13.8% | -10.4% | +1.2% |
| 6M | +10.6% | -10.6% | +21.3% | +12.7% |
| YTD | +10.3% | -8.1% | +18.4% | +11.6% |
| 1Y | +16.3% | -18.0% | +34.3% | +20.0% |
| All | +56.8% | +18.2% | +38.7% | +52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling