+34,703.6%
TQQQ vs AEIS
+2,055.3%
+32,648.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | +0.1% |
| 7D | +2.8% | +6.5% | -3.7% | -2.6% |
| 30D | -3.0% | -9.2% | +6.1% | +3.6% |
| 3M | -2.7% | -8.3% | +5.6% | +1.2% |
| 6M | +45.4% | -6.3% | +51.8% | +43.9% |
| YTD | +36.3% | +36.5% | -0.2% | -5.9% |
| 1Y | +53.4% | +84.8% | -31.4% | -20.1% |
| 3Y | +265.6% | +176.6% | +89.0% | +38.9% |
| 5Y | +101.7% | +237.1% | -135.4% | -26.4% |
| 10Y | +3,054.7% | +554.7% | +2,500.0% | +628.7% |
| All | +34,703.6% | +2,055.3% | +32,648.3% | +3,001.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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