+20.0%
SPY vs TQQQ
+63.0%
-43.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | +0.1% | -0.6% | +0.7% | +0.1% |
| 3M | +2.0% | -14.9% | +16.9% | +4.3% |
| 6M | +13.0% | +44.6% | -31.5% | +1.0% |
| YTD | +13.5% | +37.8% | -24.3% | +2.2% |
| 1Y | +20.0% | +59.2% | -39.2% | +3.3% |
| All | +20.0% | +63.0% | -43.0% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling