+101.2%
TQQQ vs ALLE
+17.0%
+84.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.5% |
| 7D | +4.4% | +2.8% | +1.6% | +1.0% |
| 30D | -3.1% | -7.6% | +4.5% | +6.0% |
| 3M | -5.2% | +22.8% | -27.9% | -28.4% |
| 6M | +52.4% | +4.6% | +47.8% | +39.4% |
| YTD | +37.4% | -1.2% | +38.6% | +31.0% |
| 1Y | +56.0% | -9.1% | +65.1% | +65.0% |
| 3Y | +268.7% | +50.0% | +218.7% | +77.8% |
| 5Y | +101.2% | +15.2% | +86.0% | +45.5% |
| All | +101.2% | +17.0% | +84.3% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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