+54.2%
RGTI vs QLD
+174.9%
-120.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.8% |
| 7D | +0.5% | -1.2% | +1.7% | +1.6% |
| 30D | -17.1% | -3.0% | -14.1% | -14.5% |
| 3M | -26.0% | -2.8% | -23.2% | -22.9% |
| 6M | -9.9% | +32.0% | -41.9% | -26.6% |
| YTD | -31.1% | +27.3% | -58.4% | -41.8% |
| 1Y | -8.5% | +37.9% | -46.5% | -27.0% |
| 3Y | +652.2% | +174.6% | +477.6% | +285.3% |
| 5Y | +56.8% | +124.8% | -68.0% | -22.1% |
| All | +54.2% | +174.9% | -120.6% | -23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling