+95.7%
QQQ vs TQQQ
+100.9%
-5.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | 0.0% |
| 7D | -0.6% | -1.9% | +1.4% | +0.1% |
| 30D | -1.2% | -4.9% | +3.6% | +0.3% |
| 3M | -0.2% | -6.4% | +6.2% | +0.8% |
| 6M | +17.9% | +44.4% | -26.5% | +1.7% |
| YTD | +16.6% | +35.2% | -18.5% | +2.3% |
| 1Y | +23.0% | +49.5% | -26.5% | +3.4% |
| 3Y | +92.9% | +250.7% | -157.8% | +12.0% |
| All | +95.7% | +100.9% | -5.2% | +18.7% |
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 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