+724.6%
RTX vs QID
-100.0%
+824.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.8% |
| 7D | -5.2% | -0.6% | -4.5% | -5.3% |
| 30D | -9.4% | 0.0% | -9.4% | -9.3% |
| 3M | +12.3% | +3.7% | +8.6% | +14.3% |
| 6M | -3.1% | -29.9% | +26.7% | -13.3% |
| YTD | +10.7% | -28.8% | +39.4% | -0.2% |
| 1Y | +28.4% | -37.2% | +65.6% | +11.5% |
| 3Y | +147.1% | -73.7% | +220.8% | +66.3% |
| 5Y | +167.2% | -80.7% | +248.0% | +79.0% |
| 10Y | +274.7% | -99.1% | +373.8% | -10.2% |
| All | +724.6% | -100.0% | +824.6% | -39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling