+101.7%
TQQQ vs AMC
-99.5%
+201.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -0.1% |
| 7D | +2.8% | -6.8% | +9.6% | +4.1% |
| 30D | -3.0% | +1.7% | -4.7% | -3.5% |
| 3M | -2.7% | +26.8% | -29.5% | -10.0% |
| 6M | +45.4% | +117.7% | -72.3% | +19.1% |
| YTD | +36.3% | +57.7% | -21.4% | +18.1% |
| 1Y | +53.4% | -12.5% | +65.9% | +48.6% |
| 3Y | +265.6% | -65.7% | +331.3% | +279.5% |
| 5Y | +101.7% | -99.5% | +201.2% | +372.3% |
| All | +101.7% | -99.5% | +201.2% | +372.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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