+95.7%
QQQ vs RGTI
+56.8%
+39.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.8% |
| 7D | -0.6% | +0.5% | -1.0% | -0.6% |
| 30D | -1.2% | -17.1% | +15.9% | -0.3% |
| 3M | -0.2% | -26.0% | +25.8% | +1.1% |
| 6M | +17.9% | -9.9% | +27.8% | +17.4% |
| YTD | +16.6% | -31.1% | +47.7% | +17.4% |
| 1Y | +23.0% | -8.5% | +31.5% | +20.5% |
| 3Y | +92.9% | +652.2% | -559.3% | +51.1% |
| All | +95.7% | +56.8% | +39.0% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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