+1,192.0%
RMD vs QID
-100.0%
+1,291.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | +1.1% |
| 7D | +2.1% | -7.1% | +9.2% | -0.3% |
| 30D | +2.1% | +12.6% | -10.6% | +6.9% |
| 3M | +6.2% | +14.2% | -8.0% | +12.0% |
| 6M | +19.4% | +6.2% | +13.2% | +23.3% |
| YTD | +0.5% | -21.8% | +22.3% | -5.8% |
| 1Y | -3.9% | -23.1% | +19.2% | -10.3% |
| 3Y | +72.5% | -71.3% | +143.9% | +22.2% |
| 5Y | -1.5% | -77.0% | +75.5% | -26.6% |
| 10Y | +345.8% | -99.0% | +444.8% | +34.7% |
| All | +1,192.0% | -100.0% | +1,291.9% | +53.0% |
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