+101.2%
TQQQ vs ACWI
+67.7%
+33.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +1.5% |
| 7D | +4.4% | +1.1% | +3.3% | +0.1% |
| 30D | -3.1% | -0.2% | -2.9% | -2.1% |
| 3M | -5.2% | +4.7% | -9.9% | -17.3% |
| 6M | +52.4% | +14.5% | +37.9% | -3.2% |
| YTD | +37.4% | +14.6% | +22.8% | -12.4% |
| 1Y | +56.0% | +21.4% | +34.5% | -18.6% |
| 3Y | +268.7% | +77.6% | +191.1% | -44.5% |
| 5Y | +101.2% | +68.1% | +33.2% | -42.3% |
| All | +101.2% | +67.7% | +33.5% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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