+726.6%
RTX vs QID
-100.0%
+826.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | -1.0% |
| 7D | +1.4% | -1.1% | +2.6% | +1.5% |
| 30D | +7.8% | +14.4% | -6.6% | +13.3% |
| 3M | -9.8% | +6.7% | -16.4% | -7.3% |
| 6M | +13.5% | +2.6% | +11.0% | +15.7% |
| YTD | +10.9% | -24.2% | +35.1% | +2.7% |
| 1Y | +14.0% | -22.3% | +36.3% | +6.7% |
| 3Y | +159.9% | -72.0% | +232.0% | +78.8% |
| 5Y | +151.7% | -78.2% | +229.8% | +77.0% |
| 10Y | +269.0% | -99.1% | +368.1% | -9.6% |
| All | +726.6% | -100.0% | +826.6% | -37.2% |
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