+33,565.4%
TQQQ vs AEE
+686.1%
+32,879.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -2.1% |
| 7D | -3.9% | -0.7% | -3.2% | -3.3% |
| 30D | -5.3% | -2.0% | -3.3% | -3.5% |
| 3M | +0.1% | -2.8% | +3.0% | +1.0% |
| 6M | +40.7% | -3.6% | +44.2% | +40.9% |
| YTD | +31.8% | +7.3% | +24.5% | +17.1% |
| 1Y | +48.2% | +8.7% | +39.5% | +28.6% |
| 3Y | +253.6% | +46.0% | +207.6% | +107.1% |
| 5Y | +99.6% | +39.8% | +59.8% | +24.9% |
| 10Y | +2,951.5% | +191.4% | +2,760.1% | +735.0% |
| All | +33,565.4% | +686.1% | +32,879.3% | +1,593.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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