+5.7%
AVGO vs TQQQ
+40.6%
-34.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | +0.6% |
| 7D | +1.0% | -3.9% | +4.9% | +3.0% |
| 30D | -13.3% | -5.3% | -8.0% | -11.1% |
| 3M | -2.9% | +0.1% | -3.0% | -5.3% |
| 6M | +5.7% | +40.7% | -34.9% | -13.1% |
| All | +5.7% | +40.6% | -34.9% | -13.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling