+76.9%
SPY vs TQQQ
+254.0%
-177.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.2% |
| 7D | -0.8% | -1.9% | +1.2% | -0.3% |
| 30D | -1.1% | -4.9% | +3.8% | 0.0% |
| 3M | +3.9% | -6.4% | +10.3% | +4.3% |
| 6M | +13.6% | +44.4% | -30.8% | +1.1% |
| YTD | +12.7% | +35.2% | -22.5% | +1.5% |
| 1Y | +17.5% | +49.5% | -32.0% | +2.4% |
| 3Y | +76.9% | +250.7% | -173.8% | +15.7% |
| All | +76.9% | +254.0% | -177.1% | +15.7% |
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