+2,876.9%
TQQQ vs AEM
+378.0%
+2,498.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +1.9% |
| 7D | -1.9% | -2.1% | +0.2% | -1.2% |
| 30D | -4.9% | +8.4% | -13.3% | -7.7% |
| 3M | -6.4% | +27.3% | -33.7% | -14.0% |
| 6M | +44.4% | -9.7% | +54.1% | +48.0% |
| YTD | +35.2% | +19.0% | +16.2% | +26.6% |
| 1Y | +49.5% | +31.5% | +18.0% | +35.2% |
| 3Y | +250.7% | +338.7% | -88.0% | +116.2% |
| 5Y | +104.7% | +307.4% | -202.7% | +25.7% |
| All | +2,876.9% | +378.0% | +2,498.9% | +1,741.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 10y: compounded portfolio wealth divided by compounded AEM 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…
10y analysis · Full analysis span regression · 6 months rolling