+206.2%
TQQQ vs ALK
+14.9%
+191.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.8% | +3.9% | +1.9% |
| 7D | +18.6% | +0.9% | +17.7% | +18.1% |
| 30D | -24.0% | +3.3% | -27.3% | -25.8% |
| 3M | -19.6% | -17.6% | -2.0% | -10.7% |
| 6M | -19.8% | +0.8% | -20.6% | -21.9% |
| YTD | +14.3% | -22.4% | +36.6% | +26.7% |
| 1Y | +8.2% | -10.1% | +18.2% | +9.1% |
| All | +206.2% | +14.9% | +191.4% | +174.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling