+418.8%
META vs TQQQ
+2,888.4%
-2,469.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +6.9% |
| 7D | +10.3% | +2.8% | +7.5% | +9.0% |
| 30D | +9.9% | -3.0% | +12.9% | +11.0% |
| 3M | +11.9% | -2.7% | +14.6% | +10.1% |
| 6M | +1.2% | +45.4% | -44.3% | -16.9% |
| YTD | -0.8% | +36.3% | -37.0% | -16.9% |
| 1Y | -14.3% | +53.4% | -67.8% | -32.5% |
| 3Y | +121.4% | +265.6% | -144.2% | +10.8% |
| 5Y | +74.5% | +101.7% | -27.3% | -1.8% |
| 10Y | +418.8% | +3,054.7% | -2,635.9% | -22.3% |
| All | +418.8% | +2,888.4% | -2,469.6% | -22.3% |
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