+183.5%
TQQQ vs RGTI
+54.2%
+129.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.8% | +2.4% |
| 7D | -1.9% | +0.5% | -2.4% | -2.0% |
| 30D | -4.9% | -17.1% | +12.2% | -1.9% |
| 3M | -6.4% | -26.0% | +19.6% | -1.7% |
| 6M | +44.4% | -9.9% | +54.3% | +45.0% |
| YTD | +35.2% | -31.1% | +66.2% | +40.3% |
| 1Y | +49.5% | -8.5% | +58.0% | +44.1% |
| 3Y | +250.7% | +652.2% | -401.5% | +78.2% |
| 5Y | +104.7% | +56.8% | +47.9% | +52.8% |
| All | +183.5% | +54.2% | +129.2% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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