+129.9%
RTX vs QQQI
+57.7%
+72.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | -11.0% | -0.3% | -10.7% | -10.9% |
| 3M | +7.7% | +1.3% | +6.3% | +7.0% |
| 6M | -3.9% | +11.5% | -15.4% | -7.9% |
| YTD | +9.0% | +11.3% | -2.3% | +4.5% |
| 1Y | +27.3% | +16.9% | +10.4% | +20.0% |
| All | +129.9% | +57.7% | +72.3% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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