+253.5%
TQQQ vs AMT
+7.8%
+245.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.9% |
| 7D | +2.8% | +1.5% | +1.4% | +3.1% |
| 30D | -3.0% | +3.7% | -6.8% | -2.2% |
| 3M | -2.7% | -7.2% | +4.5% | -3.1% |
| 6M | +45.4% | -4.2% | +49.6% | +45.5% |
| YTD | +36.3% | +1.9% | +34.4% | +37.7% |
| 1Y | +53.4% | -6.4% | +59.8% | +53.6% |
| All | +253.5% | +7.8% | +245.7% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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