+1,183.0%
RMD vs QID
-100.0%
+1,283.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.6% | +6.5% | +0.4% |
| 7D | -0.8% | -1.1% | +0.3% | -0.9% |
| 30D | +1.7% | +14.4% | -12.7% | +7.1% |
| 3M | +6.4% | +6.7% | -0.3% | +9.6% |
| 6M | +20.7% | +2.6% | +18.1% | +23.2% |
| YTD | -0.2% | -24.2% | +24.0% | -7.4% |
| 1Y | -4.5% | -22.3% | +17.8% | -10.5% |
| 3Y | +70.5% | -72.0% | +142.6% | +19.8% |
| 5Y | -1.6% | -78.2% | +76.5% | -28.0% |
| 10Y | +342.7% | -99.1% | +441.8% | +32.4% |
| All | +1,183.0% | -100.0% | +1,283.0% | +50.4% |
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