+167.1%
RTX vs QID
-80.7%
+247.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -0.9% |
| 7D | -3.1% | -2.7% | -0.4% | -3.5% |
| 30D | -10.6% | +1.8% | -12.4% | -10.3% |
| 3M | +11.6% | -2.2% | +13.8% | +11.6% |
| 6M | -4.5% | -32.1% | +27.6% | -9.9% |
| YTD | +9.6% | -28.6% | +38.2% | +4.5% |
| 1Y | +30.8% | -36.3% | +67.1% | +22.8% |
| 3Y | +152.8% | -74.4% | +227.2% | +108.8% |
| 5Y | +167.1% | -80.8% | +247.9% | +122.5% |
| All | +167.1% | -80.7% | +247.8% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling