+86.4%
META vs TQQQ
+45.3%
+41.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.7% | +6.6% | +4.5% |
| 7D | +5.2% | +10.4% | -5.2% | +0.5% |
| 30D | -13.0% | -22.2% | +9.2% | -5.0% |
| 3M | +7.9% | -25.1% | +33.0% | +19.3% |
| 6M | +4.2% | -25.0% | +29.2% | +11.2% |
| YTD | -2.5% | +10.1% | -12.6% | -14.1% |
| 1Y | +5.6% | +11.0% | -5.5% | -7.9% |
| 3Y | +96.8% | +195.0% | -98.2% | -3.9% |
| All | +86.4% | +45.3% | +41.1% | +8.4% |
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