+2,876.9%
TQQQ vs RGEN
+415.7%
+2,461.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.4% |
| 7D | -1.9% | -1.4% | -0.5% | -1.0% |
| 30D | -4.9% | -0.3% | -4.5% | -5.1% |
| 3M | -6.4% | +23.9% | -30.3% | -22.0% |
| 6M | +44.4% | +38.5% | +5.9% | +9.3% |
| YTD | +35.2% | +0.8% | +34.4% | +27.6% |
| 1Y | +49.5% | +38.2% | +11.3% | +10.6% |
| 3Y | +250.7% | +1.3% | +249.4% | +186.2% |
| 5Y | +104.7% | -44.0% | +148.7% | +149.5% |
| All | +2,876.9% | +415.7% | +2,461.2% | +781.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling