+99.6%
TQQQ vs AMT
-31.8%
+131.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.6% |
| 7D | -3.9% | -2.7% | -1.2% | -2.7% |
| 30D | -5.3% | +2.0% | -7.3% | -6.2% |
| 3M | +0.1% | -9.3% | +9.4% | +3.9% |
| 6M | +40.7% | -5.2% | +45.9% | +41.2% |
| YTD | +31.8% | +0.5% | +31.3% | +26.3% |
| 1Y | +48.2% | -7.3% | +55.5% | +48.3% |
| 3Y | +253.6% | +6.2% | +247.4% | +155.4% |
| 5Y | +99.6% | -31.2% | +130.8% | +158.9% |
| All | +99.6% | -31.8% | +131.4% | +158.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling