+17.8%
AVGO vs TQQQ
+63.0%
-45.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | -3.0% | +0.7% | -3.7% | -3.5% |
| 30D | -14.4% | -0.6% | -13.8% | -14.3% |
| 3M | -14.4% | -14.9% | +0.5% | -8.4% |
| 6M | +13.1% | +44.6% | -31.4% | -11.8% |
| YTD | +3.8% | +37.8% | -34.0% | -17.0% |
| 1Y | +17.8% | +59.2% | -41.4% | -5.8% |
| All | +17.8% | +63.0% | -45.2% | -5.8% |
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