-100.0%
SQQQ vs RMD
+274.3%
-374.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -3.2% |
| 7D | +1.8% | -4.4% | +6.2% | -2.5% |
| 30D | +4.2% | -3.1% | +7.3% | +1.2% |
| 3M | -3.3% | +13.8% | -17.1% | +9.1% |
| 6M | -43.6% | -8.6% | -35.1% | -48.9% |
| YTD | -41.9% | -8.6% | -33.2% | -47.0% |
| 1Y | -50.6% | -19.7% | -31.0% | -60.5% |
| 3Y | -89.3% | +48.4% | -137.7% | -80.7% |
| 5Y | -94.8% | -22.7% | -72.1% | -94.2% |
| All | -100.0% | +274.3% | -374.3% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling