+105.2%
TQQQ vs AA
+1.1%
+104.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -3.4% | +1.5% | -0.2% |
| 30D | -4.9% | -5.8% | +0.9% | -2.2% |
| 3M | -6.4% | -29.9% | +23.5% | +11.5% |
| 6M | +44.4% | -27.0% | +71.4% | +66.1% |
| YTD | +35.2% | -8.7% | +43.9% | +35.4% |
| 1Y | +49.5% | +50.6% | -1.1% | +11.7% |
| 3Y | +250.7% | +74.1% | +176.6% | +126.5% |
| All | +105.2% | +1.1% | +104.1% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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