-89.0%
SQQQ vs RMD
+50.8%
-139.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.4% | +3.2% |
| 7D | +4.1% | -4.2% | +8.3% | +2.0% |
| 30D | +4.6% | -2.1% | +6.7% | +3.7% |
| 3M | -10.4% | +13.8% | -24.2% | -4.4% |
| 6M | -42.1% | -10.6% | -31.5% | -46.1% |
| YTD | -40.3% | -8.1% | -32.2% | -43.2% |
| 1Y | -50.2% | -18.0% | -32.2% | -55.6% |
| All | -89.0% | +50.8% | -139.8% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling