+106.3%
TQQQ vs ALLY
-3.5%
+109.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | +0.2% |
| 7D | +2.8% | -1.9% | +4.7% | +4.7% |
| 30D | -3.0% | -4.5% | +1.4% | +1.2% |
| 3M | -2.7% | -2.8% | +0.1% | +0.4% |
| 6M | +45.4% | +10.3% | +35.1% | +31.4% |
| YTD | +36.3% | -5.7% | +42.0% | +42.4% |
| 1Y | +53.4% | +3.9% | +49.5% | +44.7% |
| 3Y | +265.6% | +64.7% | +200.9% | +107.7% |
| All | +106.3% | -3.5% | +109.8% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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