+242.0%
TQQQ vs AG
+260.2%
-18.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -1.8% |
| 7D | -3.9% | -5.8% | +1.9% | -2.2% |
| 30D | -5.3% | +6.4% | -11.6% | -7.4% |
| 3M | +0.1% | +28.4% | -28.2% | -7.6% |
| 6M | +40.7% | -24.5% | +65.1% | +49.4% |
| YTD | +31.8% | +21.2% | +10.6% | +20.6% |
| 1Y | +48.2% | +114.1% | -65.9% | +13.7% |
| All | +242.0% | +260.2% | -18.2% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling