+54.2%
RGTI vs QID
-85.0%
+139.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | -0.9% |
| 7D | +0.5% | +1.3% | -0.8% | +1.6% |
| 30D | -17.1% | +2.9% | -20.0% | -14.2% |
| 3M | -26.0% | -0.7% | -25.3% | -22.0% |
| 6M | -9.9% | -29.7% | +19.8% | -24.8% |
| YTD | -31.1% | -27.9% | -3.2% | -40.1% |
| 1Y | -8.5% | -34.6% | +26.1% | -23.7% |
| 3Y | +652.2% | -73.5% | +725.7% | +342.2% |
| 5Y | +56.8% | -81.0% | +137.8% | -9.0% |
| All | +54.2% | -85.0% | +139.3% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling