+105.2%
TQQQ vs RIG
+59.7%
+45.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.1% |
| 7D | -1.9% | -3.1% | +1.2% | -1.0% |
| 30D | -4.9% | -0.5% | -4.3% | -4.9% |
| 3M | -6.4% | -6.0% | -0.4% | -5.5% |
| 6M | +44.4% | -10.1% | +54.5% | +45.7% |
| YTD | +35.2% | +37.3% | -2.1% | +16.8% |
| 1Y | +49.5% | +73.9% | -24.4% | +17.8% |
| 3Y | +250.7% | -30.2% | +280.9% | +242.4% |
| All | +105.2% | +59.7% | +45.4% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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