+0.8%
META vs TQQQ
+10.6%
-9.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.3% | +0.7% |
| 7D | +2.9% | -14.0% | +16.8% | +6.9% |
| 30D | -15.1% | -25.1% | +10.0% | -8.5% |
| 3M | +7.2% | -16.7% | +23.9% | +12.1% |
| 6M | +3.4% | -3.7% | +7.1% | +0.4% |
| YTD | -4.3% | +18.8% | -23.1% | -17.2% |
| 1Y | +0.8% | +12.9% | -12.1% | -12.1% |
| All | +0.8% | +10.6% | -9.9% | -12.1% |
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 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