+2,876.9%
TQQQ vs RSG
+428.9%
+2,448.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.6% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -4.9% | +4.0% | -8.8% | -10.0% |
| 3M | -6.4% | +7.4% | -13.8% | -18.6% |
| 6M | +44.4% | +0.1% | +44.3% | +33.2% |
| YTD | +35.2% | +6.0% | +29.1% | +13.1% |
| 1Y | +49.5% | -3.0% | +52.5% | +39.6% |
| 3Y | +250.7% | +56.5% | +194.2% | +42.4% |
| 5Y | +104.7% | +90.9% | +13.8% | -39.6% |
| All | +2,876.9% | +428.9% | +2,448.0% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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