+2,876.9%
TQQQ vs RTX
+286.0%
+2,590.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | -1.9% | -1.5% | -0.4% | -0.5% |
| 30D | -4.9% | -11.0% | +6.1% | +6.0% |
| 3M | -6.4% | +7.7% | -14.1% | -15.7% |
| 6M | +44.4% | -3.9% | +48.3% | +44.8% |
| YTD | +35.2% | +9.0% | +26.2% | +17.7% |
| 1Y | +49.5% | +27.3% | +22.3% | +9.9% |
| 3Y | +250.7% | +172.9% | +77.8% | +9.3% |
| 5Y | +104.7% | +165.2% | -60.5% | -32.2% |
| All | +2,876.9% | +286.0% | +2,590.9% | +756.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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