+53.1%
RGTI vs QID
-84.8%
+137.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | +1.6% |
| 7D | -0.1% | +2.7% | -2.9% | +2.4% |
| 30D | -16.2% | +3.3% | -19.5% | -12.9% |
| 3M | -22.0% | -5.5% | -16.5% | -21.0% |
| 6M | -10.8% | -28.4% | +17.6% | -24.4% |
| YTD | -31.6% | -26.6% | -5.0% | -39.5% |
| 1Y | -6.4% | -34.1% | +27.8% | -21.4% |
| 3Y | +665.7% | -73.7% | +739.3% | +350.6% |
| 5Y | +55.6% | -80.7% | +136.3% | -8.2% |
| All | +53.1% | -84.8% | +137.9% | -9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling