+34,703.6%
TQQQ vs RTX
+597.5%
+34,106.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.1% |
| 7D | +2.8% | -1.6% | +4.4% | +4.8% |
| 30D | -3.0% | -11.6% | +8.5% | +11.7% |
| 3M | -2.7% | +9.2% | -11.9% | -15.9% |
| 6M | +45.4% | -4.4% | +49.9% | +46.0% |
| YTD | +36.3% | +8.9% | +27.4% | +14.2% |
| 1Y | +53.4% | +32.1% | +21.3% | -0.7% |
| 3Y | +265.6% | +151.2% | +114.3% | -5.2% |
| 5Y | +101.7% | +162.9% | -61.2% | -49.7% |
| 10Y | +3,054.7% | +283.9% | +2,770.7% | +300.6% |
| All | +34,703.6% | +597.5% | +34,106.2% | +1,607.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling