+571.3%
TQQQ vs ACI
+18.9%
+552.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.4% |
| 7D | +2.8% | -5.0% | +7.8% | +3.7% |
| 30D | -3.0% | -2.3% | -0.7% | -2.7% |
| 3M | -2.7% | -23.2% | +20.5% | +1.1% |
| 6M | +45.4% | -29.5% | +74.9% | +52.9% |
| YTD | +36.3% | -28.6% | +64.9% | +42.0% |
| 1Y | +53.4% | -34.0% | +87.4% | +62.4% |
| 3Y | +265.6% | -45.0% | +310.5% | +302.4% |
| 5Y | +101.7% | -44.0% | +145.7% | +116.0% |
| All | +571.3% | +18.9% | +552.4% | +437.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling