+71.3%
RMD vs QID
-72.3%
+143.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.6% | +6.5% | +1.1% |
| 7D | -0.8% | -1.1% | +0.3% | -0.8% |
| 30D | +1.7% | +14.4% | -12.7% | +4.7% |
| 3M | +6.4% | +6.7% | -0.3% | +8.2% |
| 6M | +20.7% | +2.6% | +18.1% | +22.2% |
| YTD | -0.2% | -24.2% | +24.0% | -5.5% |
| 1Y | -4.5% | -22.3% | +17.8% | -8.9% |
| All | +71.3% | -72.3% | +143.6% | +26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling