+14.0%
RTX vs Q
+80.0%
-66.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.4% |
| 7D | +1.4% | +6.6% | -5.1% | +1.3% |
| 30D | +7.8% | +2.7% | +5.1% | +7.7% |
| 3M | -9.8% | -8.4% | -1.4% | -9.6% |
| 6M | +13.5% | -17.3% | +30.9% | +13.4% |
| YTD | +10.9% | +55.3% | -44.4% | +2.9% |
| 1Y | +14.0% | +31.5% | -17.5% | +6.2% |
| All | +14.0% | +80.0% | -66.0% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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