-11.0%
RMD vs Q
+71.3%
-82.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.4% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | +2.2% | -11.1% | +13.3% | +2.2% |
| 3M | +17.8% | -22.1% | +40.0% | +17.9% |
| 6M | -11.3% | +0.5% | -11.8% | -13.9% |
| YTD | -4.4% | +47.8% | -52.2% | -9.1% |
| All | -11.0% | +71.3% | -82.3% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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