+93.3%
QQQM vs RTX
+161.7%
-68.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.6% | -1.5% | +1.0% | -0.3% |
| 30D | -1.2% | -11.0% | +9.8% | +0.5% |
| 3M | -0.1% | +7.7% | -7.8% | -1.6% |
| 6M | +18.0% | -3.9% | +21.9% | +18.7% |
| YTD | +16.7% | +9.0% | +7.7% | +14.2% |
| 1Y | +23.0% | +27.3% | -4.2% | +16.4% |
| 3Y | +93.3% | +172.9% | -79.6% | +63.8% |
| All | +93.3% | +161.7% | -68.3% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling