+11.3%
RTX vs Q
+32.1%
-20.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.9% | -3.3% | +3.4% |
| 7D | -3.2% | +8.4% | -11.6% | -3.4% |
| 30D | +5.6% | -1.2% | +6.8% | +5.5% |
| 3M | -11.7% | -9.3% | -2.4% | -11.4% |
| 6M | +12.3% | -15.0% | +27.3% | +11.7% |
| YTD | +8.2% | +53.5% | -45.3% | -0.7% |
| All | +11.3% | +32.1% | -20.8% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling