+105.2%
TQQQ vs RTX
+162.7%
-57.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | -1.9% | -1.5% | -0.4% | -0.7% |
| 30D | -4.9% | -11.0% | +6.1% | +3.8% |
| 3M | -6.4% | +7.7% | -14.1% | -14.2% |
| 6M | +44.4% | -3.9% | +48.3% | +45.7% |
| YTD | +35.2% | +9.0% | +26.2% | +20.2% |
| 1Y | +49.5% | +27.3% | +22.3% | +14.0% |
| 3Y | +250.7% | +172.9% | +77.8% | +15.7% |
| All | +105.2% | +162.7% | -57.5% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling