+93.3%
QQQM vs RMD
+49.9%
+43.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -0.6% | -4.4% | +3.8% | +0.1% |
| 30D | -1.2% | -3.1% | +1.9% | -0.8% |
| 3M | -0.1% | +13.8% | -13.9% | -2.6% |
| 6M | +18.0% | -8.6% | +26.5% | +19.8% |
| YTD | +16.7% | -8.6% | +25.3% | +18.3% |
| 1Y | +23.0% | -19.7% | +42.7% | +27.9% |
| 3Y | +93.3% | +48.4% | +45.0% | +79.3% |
| All | +93.3% | +49.9% | +43.5% | +79.3% |
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 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