+839.1%
SPY vs TQQQ
+35,689.9%
-34,850.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | +0.2% |
| 7D | -2.0% | -3.9% | +1.9% | -1.0% |
| 30D | -1.7% | -5.3% | +3.6% | -0.4% |
| 3M | +4.7% | +0.1% | +4.6% | +3.2% |
| 6M | +12.5% | +40.7% | -28.2% | +0.3% |
| YTD | +11.7% | +31.8% | -20.1% | +0.9% |
| 1Y | +17.5% | +48.2% | -30.7% | +2.0% |
| 3Y | +76.6% | +253.6% | -177.1% | +13.1% |
| 5Y | +82.0% | +99.6% | -17.6% | +19.7% |
| 10Y | +317.1% | +2,951.5% | -2,634.4% | +2.8% |
| All | +839.1% | +35,689.9% | -34,850.8% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling