+271.5%
RMD vs QID
-99.2%
+370.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -1.2% |
| 7D | -4.4% | +1.3% | -5.7% | -4.0% |
| 30D | -3.1% | +2.9% | -6.1% | -2.1% |
| 3M | +13.8% | -0.7% | +14.5% | +14.0% |
| 6M | -8.6% | -29.7% | +21.1% | -18.0% |
| YTD | -8.6% | -27.9% | +19.2% | -17.1% |
| 1Y | -19.7% | -34.6% | +14.9% | -29.2% |
| 3Y | +48.4% | -73.5% | +121.9% | +1.9% |
| 5Y | -22.7% | -81.0% | +58.3% | -46.3% |
| All | +271.5% | -99.2% | +370.6% | -3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling