+20.6%
RDW vs QQQI
+3.6%
+17.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | +1.2% | +15.3% | +12.7% |
| 7D | -14.1% | -4.2% | -9.8% | +0.2% |
| 30D | -29.6% | -11.6% | -18.0% | +5.3% |
| 3M | -39.1% | -6.4% | -32.7% | -23.4% |
| 6M | -25.2% | -4.7% | -20.5% | -7.6% |
| YTD | -5.1% | +3.3% | -8.5% | -4.4% |
| 1Y | +20.6% | +5.0% | +15.5% | +18.4% |
| All | +20.6% | +3.6% | +17.0% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling