-6.8%
AVGO vs TQQQ
+10.6%
-17.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -3.5% |
| 7D | -7.5% | -14.0% | +6.5% | 0.0% |
| 30D | -10.2% | -25.1% | +14.9% | +4.2% |
| 3M | -22.0% | -16.7% | -5.4% | -14.9% |
| 6M | -21.6% | -3.7% | -17.9% | -23.0% |
| YTD | -5.4% | +18.8% | -24.2% | -18.7% |
| 1Y | -6.8% | +12.9% | -19.7% | -16.4% |
| All | -6.8% | +10.6% | -17.5% | -16.4% |
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