+2,770.9%
AVGO vs TQQQ
+3,077.3%
-306.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.2% | -0.8% |
| 7D | +1.1% | -1.9% | +3.1% | +1.9% |
| 30D | -13.0% | -4.9% | -8.1% | -11.3% |
| 3M | -6.0% | -6.4% | +0.4% | -4.5% |
| 6M | +6.4% | +44.4% | -38.0% | -10.7% |
| YTD | +5.0% | +35.2% | -30.2% | -9.7% |
| 1Y | +1.4% | +49.5% | -48.1% | -16.4% |
| 3Y | +336.8% | +250.7% | +86.1% | +151.7% |
| 5Y | +698.2% | +104.7% | +593.5% | +384.0% |
| All | +2,770.9% | +3,077.3% | -306.3% | +340.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling