+0.9%
XRT vs Q
+75.3%
-74.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -2.4% |
| 7D | -0.3% | +6.7% | -7.0% | -0.9% |
| 30D | -5.6% | -10.6% | +5.0% | -4.7% |
| 3M | +2.5% | -14.6% | +17.1% | +3.3% |
| 6M | +3.7% | +12.1% | -8.4% | -1.2% |
| YTD | +1.0% | +51.3% | -50.3% | -9.0% |
| All | +0.9% | +75.3% | -74.4% | -8.1% |
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