+152.5%
QQQM vs RTX
+277.6%
-125.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.1% |
| 7D | +1.0% | -1.6% | +2.6% | +1.4% |
| 30D | -0.6% | -11.6% | +10.9% | +2.1% |
| 3M | +1.3% | +9.2% | -7.9% | -1.2% |
| 6M | +18.2% | -4.4% | +22.6% | +19.0% |
| YTD | +16.9% | +8.9% | +8.0% | +13.6% |
| 1Y | +24.0% | +32.1% | -8.1% | +14.2% |
| 3Y | +96.0% | +151.2% | -55.2% | +49.7% |
| 5Y | +95.2% | +162.9% | -67.7% | +48.4% |
| All | +152.5% | +277.6% | -125.0% | +88.2% |
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