+107.8%
META vs TQQQ
+270.4%
-162.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +6.0% | +4.4% | +1.7% | +4.4% |
| 30D | +3.6% | -3.1% | +6.7% | +4.6% |
| 3M | +4.9% | -5.2% | +10.1% | +4.5% |
| 6M | -4.7% | +52.4% | -57.1% | -22.8% |
| YTD | -6.9% | +37.4% | -44.3% | -21.9% |
| 1Y | -18.2% | +56.0% | -74.2% | -35.5% |
| 3Y | +107.8% | +268.7% | -160.9% | +0.7% |
| All | +107.8% | +270.4% | -162.7% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling