+106.3%
TQQQ vs RCAT
+179.4%
-73.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.5% | +5.7% | +0.1% |
| 7D | +2.8% | -2.3% | +5.1% | +3.1% |
| 30D | -3.0% | -18.7% | +15.7% | -0.3% |
| 3M | -2.7% | -29.3% | +26.6% | +1.7% |
| 6M | +45.4% | -42.3% | +87.8% | +53.8% |
| YTD | +36.3% | +2.5% | +33.7% | +31.3% |
| 1Y | +53.4% | -5.7% | +59.1% | +46.6% |
| 3Y | +265.6% | +764.9% | -499.3% | +154.4% |
| All | +106.3% | +179.4% | -73.0% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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