+99.6%
TQQQ vs ACI
-44.6%
+144.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -3.0% |
| 7D | -3.9% | -7.1% | +3.2% | -2.7% |
| 30D | -5.3% | -4.5% | -0.8% | -4.6% |
| 3M | +0.1% | -22.3% | +22.4% | +4.1% |
| 6M | +40.7% | -28.4% | +69.1% | +47.8% |
| YTD | +31.8% | -29.5% | +61.3% | +37.9% |
| 1Y | +48.2% | -34.2% | +82.5% | +57.7% |
| 3Y | +253.6% | -45.7% | +299.3% | +297.7% |
| 5Y | +99.6% | -40.8% | +140.4% | +109.0% |
| All | +99.6% | -44.6% | +144.2% | +109.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling