+1,128.3%
RMD vs QID
-100.0%
+1,228.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.5% |
| 7D | -5.0% | -0.6% | -4.4% | -5.1% |
| 30D | +2.2% | 0.0% | +2.2% | +2.3% |
| 3M | +17.8% | +3.7% | +14.1% | +20.0% |
| 6M | -11.3% | -29.9% | +18.5% | -20.6% |
| YTD | -4.4% | -28.8% | +24.4% | -13.8% |
| 1Y | -15.7% | -37.2% | +21.5% | -26.9% |
| 3Y | +47.7% | -73.7% | +121.5% | +1.5% |
| 5Y | -19.2% | -80.7% | +61.5% | -43.7% |
| 10Y | +280.4% | -99.1% | +379.5% | +11.2% |
| All | +1,128.3% | -100.0% | +1,228.2% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling