+2,876.9%
TQQQ vs AGI
+392.3%
+2,484.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | -1.9% | -2.7% | +0.8% | -1.3% |
| 30D | -4.9% | +7.2% | -12.1% | -6.4% |
| 3M | -6.4% | +4.3% | -10.7% | -7.6% |
| 6M | +44.4% | -27.1% | +71.5% | +53.0% |
| YTD | +35.2% | -6.6% | +41.8% | +35.8% |
| 1Y | +49.5% | +9.5% | +40.0% | +45.3% |
| 3Y | +250.7% | +208.4% | +42.3% | +180.7% |
| 5Y | +104.7% | +401.6% | -296.9% | +52.1% |
| All | +2,876.9% | +392.3% | +2,484.6% | +2,268.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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