+29.9%
AAPL vs TQQQ
+10.6%
+19.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.8% | +2.5% | +5.1% |
| 7D | +1.7% | -14.0% | +15.6% | +2.7% |
| 30D | +5.0% | -25.1% | +30.1% | +7.2% |
| 3M | +13.1% | -16.7% | +29.7% | +14.2% |
| 6M | +26.5% | -3.7% | +30.2% | +22.9% |
| YTD | +28.9% | +18.8% | +10.2% | +19.1% |
| 1Y | +29.9% | +12.9% | +17.0% | +20.5% |
| All | +29.9% | +10.6% | +19.3% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TQQQ.
Daily Out/Under-Performance
Portfolio return minus TQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TQQQ 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 TQQQ 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