-68.1%
RGTI vs QLD
+13.1%
-81.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | -1.3% |
| 7D | -9.6% | -9.4% | -0.2% | +2.8% |
| 30D | -26.0% | -17.1% | -8.9% | -5.1% |
| 3M | -35.8% | -10.4% | -25.3% | -25.5% |
| 6M | -36.7% | +0.7% | -37.4% | -36.5% |
| YTD | -49.4% | +17.7% | -67.1% | -59.1% |
| 1Y | -68.1% | +14.7% | -82.8% | -73.2% |
| All | -68.1% | +13.1% | -81.3% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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