+272.0%
RDW vs QQQI
+56.6%
+215.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | +0.4% |
| 7D | -0.4% | -1.0% | +0.6% | +2.1% |
| 30D | -22.8% | -1.7% | -21.1% | -19.3% |
| 3M | -30.6% | 0.0% | -30.6% | -29.4% |
| 6M | +9.4% | +13.0% | -3.6% | -13.7% |
| YTD | +38.0% | +10.6% | +27.5% | +16.8% |
| 1Y | +20.7% | +15.8% | +5.0% | -6.5% |
| All | +272.0% | +56.6% | +215.3% | +108.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling