+34,703.6%
TQQQ vs RIO
+461.3%
+34,242.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +2.8% | +1.0% | +1.8% | +1.9% |
| 30D | -3.0% | +4.0% | -7.1% | -6.9% |
| 3M | -2.7% | +4.5% | -7.3% | -6.5% |
| 6M | +45.4% | +17.3% | +28.1% | +26.6% |
| YTD | +36.3% | +36.2% | +0.1% | +2.4% |
| 1Y | +53.4% | +76.1% | -22.7% | -8.9% |
| 3Y | +265.6% | +102.5% | +163.0% | +92.1% |
| 5Y | +101.7% | +103.5% | -1.8% | +3.0% |
| 10Y | +3,054.7% | +619.2% | +2,435.5% | +473.4% |
| All | +34,703.6% | +461.3% | +34,242.4% | +7,113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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