+565.9%
TQQQ vs ACI
+21.2%
+544.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.7% | +2.0% |
| 7D | -1.9% | -3.7% | +1.8% | -1.3% |
| 30D | -4.9% | +0.6% | -5.4% | -5.0% |
| 3M | -6.4% | -20.3% | +13.9% | -3.4% |
| 6M | +44.4% | -24.7% | +69.1% | +49.8% |
| YTD | +35.2% | -27.2% | +62.4% | +40.4% |
| 1Y | +49.5% | -32.7% | +82.2% | +57.7% |
| 3Y | +250.7% | -43.9% | +294.6% | +284.9% |
| 5Y | +104.7% | -38.9% | +143.6% | +116.4% |
| All | +565.9% | +21.2% | +544.8% | +431.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling