+49.5%
TQQQ vs APD
+3.9%
+45.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.3% | +2.5% |
| 7D | -1.9% | -3.3% | +1.3% | -2.1% |
| 30D | -4.9% | -4.2% | -0.7% | -5.0% |
| 3M | -6.4% | +5.4% | -11.8% | -6.7% |
| 6M | +44.4% | +6.3% | +38.1% | +44.2% |
| YTD | +35.2% | +20.3% | +14.8% | +35.9% |
| 1Y | +49.5% | +1.6% | +47.9% | +71.8% |
| All | +49.5% | +3.9% | +45.6% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling