-100.0%
SQQQ vs RMD
+882.3%
-982.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.4% |
| 7D | -2.7% | -4.7% | +2.0% | -7.1% |
| 30D | +2.4% | +0.2% | +2.2% | +2.8% |
| 3M | -8.0% | +12.0% | -20.0% | +2.0% |
| 6M | -43.9% | -12.5% | -31.4% | -51.1% |
| YTD | -42.2% | -7.9% | -34.3% | -46.8% |
| 1Y | -51.8% | -20.4% | -31.4% | -61.4% |
| 3Y | -89.7% | +53.1% | -142.9% | -81.3% |
| 5Y | -94.7% | -22.1% | -72.6% | -93.9% |
| 10Y | -100.0% | +275.4% | -375.4% | -99.7% |
| All | -100.0% | +882.3% | -982.3% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling