+105.2%
TQQQ vs RMD
-23.0%
+128.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.0% |
| 7D | -1.9% | -4.4% | +2.5% | +1.5% |
| 30D | -4.9% | -3.1% | -1.7% | -2.8% |
| 3M | -6.4% | +13.8% | -20.2% | -18.2% |
| 6M | +44.4% | -8.6% | +53.0% | +50.8% |
| YTD | +35.2% | -8.6% | +43.8% | +39.6% |
| 1Y | +49.5% | -19.7% | +69.2% | +72.5% |
| 3Y | +250.7% | +48.4% | +202.3% | +100.1% |
| All | +105.2% | -23.0% | +128.2% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling