-2.8%
RGTI vs QLD
+143.5%
-146.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.5% | -4.4% | -4.6% |
| 7D | -18.1% | +7.0% | -25.1% | -23.1% |
| 30D | -17.6% | -14.3% | -3.3% | -5.0% |
| 3M | -48.3% | -16.0% | -32.3% | -39.0% |
| 6M | -47.8% | -14.2% | -33.5% | -38.1% |
| YTD | -56.6% | +12.8% | -69.3% | -58.9% |
| 1Y | -61.8% | +14.1% | -75.9% | -64.0% |
| 3Y | +807.5% | +146.0% | +661.6% | +416.7% |
| 5Y | -8.8% | +82.0% | -90.8% | -49.1% |
| All | -2.8% | +143.5% | -146.3% | -45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling