+99.6%
TQQQ vs RSP
+48.7%
+50.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -1.0% |
| 7D | -3.9% | -3.1% | -0.8% | +6.7% |
| 30D | -5.3% | -3.4% | -1.9% | +6.2% |
| 3M | +0.1% | +3.6% | -3.5% | -10.7% |
| 6M | +40.7% | +9.0% | +31.7% | +8.4% |
| YTD | +31.8% | +12.2% | +19.6% | -7.8% |
| 1Y | +48.2% | +15.6% | +32.7% | -5.6% |
| 3Y | +253.6% | +51.6% | +202.0% | +1.4% |
| 5Y | +99.6% | +50.4% | +49.2% | -16.4% |
| All | +99.6% | +48.7% | +50.9% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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