+91.3%
META vs TQQQ
+207.4%
-116.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | +3.1% | +18.6% | -15.6% | -3.2% |
| 30D | -18.2% | -24.0% | +5.8% | -11.0% |
| 3M | +7.8% | -19.6% | +27.4% | +14.6% |
| 6M | +3.6% | -19.8% | +23.4% | +7.2% |
| YTD | -5.3% | +14.3% | -19.5% | -16.3% |
| 1Y | +2.7% | +8.2% | -5.4% | -7.7% |
| All | +91.3% | +207.4% | -116.1% | -2.1% |
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 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