-22.1%
RMD vs QID
-80.7%
+58.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.4% |
| 7D | -4.7% | -1.9% | -2.8% | -5.2% |
| 30D | +0.2% | +1.7% | -1.5% | +0.7% |
| 3M | +12.0% | -3.9% | +15.9% | +11.3% |
| 6M | -12.5% | -30.0% | +17.5% | -20.0% |
| YTD | -7.9% | -28.2% | +20.3% | -15.0% |
| 1Y | -20.4% | -35.6% | +15.3% | -28.4% |
| 3Y | +53.1% | -74.3% | +127.4% | +11.7% |
| 5Y | -22.1% | -80.8% | +58.7% | -42.5% |
| All | -22.1% | -80.7% | +58.5% | -42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling