+2,876.9%
TQQQ vs AEP
+174.9%
+2,702.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -1.9% | -0.9% | -1.0% | -1.2% |
| 30D | -4.9% | -1.1% | -3.8% | -4.2% |
| 3M | -6.4% | -3.3% | -3.1% | -5.2% |
| 6M | +44.4% | -4.6% | +49.0% | +46.3% |
| YTD | +35.2% | +9.4% | +25.8% | +22.1% |
| 1Y | +49.5% | +16.9% | +32.6% | +27.3% |
| 3Y | +250.7% | +76.6% | +174.1% | +87.6% |
| 5Y | +104.7% | +66.2% | +38.5% | +19.7% |
| All | +2,876.9% | +174.9% | +2,702.0% | +1,337.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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