+105.2%
TQQQ vs AON
+6.4%
+98.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.2% | +3.9% |
| 7D | -1.9% | -6.3% | +4.4% | +3.2% |
| 30D | -4.9% | -14.1% | +9.2% | +6.5% |
| 3M | -6.4% | -9.5% | +3.1% | -3.7% |
| 6M | +44.4% | -4.0% | +48.4% | +36.0% |
| YTD | +35.2% | -13.8% | +49.0% | +40.3% |
| 1Y | +49.5% | -18.3% | +67.8% | +63.0% |
| 3Y | +250.7% | -7.2% | +257.9% | +199.9% |
| All | +105.2% | +6.4% | +98.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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