+948.1%
RGTI vs QLD
+154.4%
+793.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +4.6% | -13.2% | -14.1% |
| 7D | -0.9% | -1.2% | +0.3% | 0.0% |
| 30D | -16.2% | -15.7% | -0.4% | +2.6% |
| 3M | -38.6% | -10.0% | -28.6% | -30.3% |
| 6M | -45.8% | -11.2% | -34.6% | -36.4% |
| YTD | -49.8% | +16.4% | -66.2% | -56.7% |
| 1Y | -64.6% | +12.7% | -77.3% | -68.1% |
| All | +948.1% | +154.4% | +793.8% | +319.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling