+2,876.9%
TQQQ vs ALK
-35.7%
+2,912.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | -0.1% | +0.8% |
| 7D | -1.9% | -2.1% | +0.2% | -0.6% |
| 30D | -4.9% | -13.1% | +8.3% | +4.1% |
| 3M | -6.4% | -11.8% | +5.4% | +0.8% |
| 6M | +44.4% | -0.4% | +44.8% | +40.7% |
| YTD | +35.2% | -18.2% | +53.3% | +47.6% |
| 1Y | +49.5% | -35.5% | +85.1% | +88.9% |
| 3Y | +250.7% | +1.8% | +248.9% | +205.1% |
| 5Y | +104.7% | -26.6% | +131.3% | +133.5% |
| All | +2,876.9% | -35.7% | +2,912.6% | +3,385.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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