+30,207.8%
AVGO vs TQQQ
+36,899.9%
-6,692.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | -0.8% | +2.8% | -3.6% | -2.0% |
| 30D | -13.7% | -3.0% | -10.7% | -12.7% |
| 3M | -6.9% | -2.7% | -4.2% | -7.1% |
| 6M | +5.8% | +45.4% | -39.7% | -11.5% |
| YTD | +5.7% | +36.3% | -30.6% | -9.5% |
| 1Y | +9.0% | +53.4% | -44.4% | -11.2% |
| 3Y | +340.5% | +265.6% | +74.9% | +146.3% |
| 5Y | +711.1% | +101.7% | +609.4% | +386.1% |
| 10Y | +2,856.4% | +3,054.7% | -198.3% | +325.4% |
| All | +30,207.8% | +36,899.9% | -6,692.2% | +1,431.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling