+105.2%
TQQQ vs AGI
+400.3%
-295.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.3% |
| 7D | -1.9% | -2.7% | +0.8% | -0.9% |
| 30D | -4.9% | +7.2% | -12.1% | -7.7% |
| 3M | -6.4% | +4.3% | -10.7% | -8.9% |
| 6M | +44.4% | -27.1% | +71.5% | +60.7% |
| YTD | +35.2% | -6.6% | +41.8% | +34.7% |
| 1Y | +49.5% | +9.5% | +40.0% | +38.6% |
| 3Y | +250.7% | +208.4% | +42.3% | +101.0% |
| All | +105.2% | +400.3% | -295.1% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling