+33,565.4%
TQQQ vs AGI
+245.2%
+33,320.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.7% |
| 7D | -3.9% | -5.3% | +1.3% | -3.1% |
| 30D | -5.3% | +6.8% | -12.0% | -6.4% |
| 3M | +0.1% | +8.3% | -8.2% | -1.4% |
| 6M | +40.7% | -29.2% | +69.9% | +47.9% |
| YTD | +31.8% | -7.3% | +39.1% | +32.5% |
| 1Y | +48.2% | +8.0% | +40.2% | +45.4% |
| 3Y | +253.6% | +206.6% | +47.1% | +197.0% |
| 5Y | +99.6% | +398.1% | -298.5% | +57.4% |
| 10Y | +2,951.5% | +384.0% | +2,567.6% | +2,254.1% |
| All | +33,565.4% | +245.2% | +33,320.2% | +21,266.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling