+4.5%
QQQM vs RGTI
-72.9%
+77.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -12.1% | +5.8% | -4.8% |
| 7D | -9.4% | -18.3% | +8.9% | -7.1% |
| 30D | -14.7% | -35.1% | +20.4% | -10.3% |
| 3M | -9.6% | -41.3% | +31.7% | -4.1% |
| 6M | -4.7% | -46.1% | +41.4% | +0.7% |
| YTD | +5.9% | -55.5% | +61.4% | +11.3% |
| 1Y | +4.5% | -73.6% | +78.1% | +14.1% |
| All | +4.5% | -72.9% | +77.4% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling