+103.2%
INTC vs TQQQ
+100.9%
+2.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | +0.1% | +1.5% |
| 7D | +7.5% | -1.9% | +9.4% | +8.4% |
| 30D | +2.0% | -4.9% | +6.8% | +4.3% |
| 3M | -12.0% | -6.4% | -5.6% | -8.7% |
| 6M | +114.5% | +44.4% | +70.1% | +89.5% |
| YTD | +179.0% | +35.2% | +143.8% | +152.2% |
| 1Y | +318.3% | +49.5% | +268.8% | +264.0% |
| 3Y | +171.2% | +250.7% | -79.5% | +65.4% |
| All | +103.2% | +100.9% | +2.3% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling