+1,569.6%
QQQ vs RTX
+1,664.6%
-95.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.4% |
| 7D | +1.5% | -3.1% | +4.6% | +3.0% |
| 30D | -0.6% | -10.6% | +9.9% | +4.4% |
| 3M | +0.4% | +11.6% | -11.2% | -5.3% |
| 6M | +20.1% | -4.5% | +24.6% | +21.2% |
| YTD | +17.2% | +9.6% | +7.6% | +10.4% |
| 1Y | +24.7% | +30.8% | -6.1% | +7.5% |
| 3Y | +96.2% | +152.8% | -56.7% | +20.1% |
| 5Y | +94.4% | +167.1% | -72.7% | +13.8% |
| 10Y | +556.7% | +275.2% | +281.5% | +195.6% |
| All | +1,569.6% | +1,664.6% | -95.0% | +228.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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