+34,703.6%
TQQQ vs AEP
+608.0%
+34,095.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | +2.8% | +0.9% | +1.9% | +2.0% |
| 30D | -3.0% | +1.5% | -4.5% | -4.5% |
| 3M | -2.7% | -1.7% | -1.0% | -2.7% |
| 6M | +45.4% | -4.0% | +49.5% | +46.9% |
| YTD | +36.3% | +10.6% | +25.7% | +19.1% |
| 1Y | +53.4% | +18.6% | +34.8% | +24.3% |
| 3Y | +265.6% | +78.7% | +186.9% | +73.3% |
| 5Y | +101.7% | +65.1% | +36.6% | +6.2% |
| 10Y | +3,054.7% | +177.7% | +2,877.0% | +795.7% |
| All | +34,703.6% | +608.0% | +34,095.6% | +1,588.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling