+292.3%
RMBS vs QID
-100.0%
+392.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.9% |
| 7D | +3.0% | -2.7% | +5.7% | +1.2% |
| 30D | -14.4% | +1.8% | -16.2% | -13.1% |
| 3M | -42.8% | -2.2% | -40.7% | -40.8% |
| 6M | -1.4% | -32.1% | +30.7% | -14.7% |
| YTD | -5.4% | -28.6% | +23.1% | -14.2% |
| 1Y | +18.6% | -36.3% | +54.9% | +3.8% |
| 3Y | +57.3% | -74.4% | +131.7% | +2.8% |
| 5Y | +265.7% | -80.8% | +346.5% | +155.9% |
| 10Y | +546.0% | -99.1% | +645.1% | +7.9% |
| All | +292.3% | -100.0% | +392.3% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QID 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling