+49.5%
TQQQ vs RSG
-1.5%
+51.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +3.5% |
| 7D | -1.9% | 0.0% | -1.9% | -2.0% |
| 30D | -4.9% | +4.0% | -8.8% | 0.0% |
| 3M | -6.4% | +7.4% | -13.8% | +3.7% |
| 6M | +44.4% | +0.1% | +44.3% | +54.8% |
| YTD | +35.2% | +6.0% | +29.1% | +52.2% |
| 1Y | +49.5% | -3.0% | +52.5% | +61.7% |
| All | +49.5% | -1.5% | +51.0% | +61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling