+105.2%
TQQQ vs ACN
-42.1%
+147.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.8% | -0.6% |
| 7D | -1.9% | -1.5% | -0.4% | -0.7% |
| 30D | -4.9% | +2.1% | -6.9% | -7.7% |
| 3M | -6.4% | +11.1% | -17.5% | -23.9% |
| 6M | +44.4% | -6.8% | +51.2% | +38.9% |
| YTD | +35.2% | -30.0% | +65.2% | +86.0% |
| 1Y | +49.5% | -23.1% | +72.6% | +72.0% |
| 3Y | +250.7% | -40.4% | +291.1% | +453.9% |
| All | +105.2% | -42.1% | +147.3% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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