+152.5%
QQQM vs RMD
+30.6%
+121.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +1.0% | -4.7% | +5.7% | +2.3% |
| 30D | -0.6% | +0.2% | -0.9% | -0.8% |
| 3M | +1.3% | +12.0% | -10.7% | -2.4% |
| 6M | +18.2% | -12.5% | +30.7% | +22.0% |
| YTD | +16.9% | -7.9% | +24.9% | +18.6% |
| 1Y | +24.0% | -20.4% | +44.4% | +31.1% |
| 3Y | +96.0% | +53.1% | +42.9% | +61.9% |
| 5Y | +95.2% | -22.1% | +117.3% | +98.5% |
| All | +152.5% | +30.6% | +121.9% | +119.1% |
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