+99.6%
TQQQ vs APD
+24.4%
+75.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -2.8% |
| 7D | -3.9% | -3.5% | -0.4% | -0.8% |
| 30D | -5.3% | -5.1% | -0.2% | -1.0% |
| 3M | +0.1% | +6.9% | -6.7% | -7.4% |
| 6M | +40.7% | +8.1% | +32.6% | +26.9% |
| YTD | +31.8% | +21.2% | +10.6% | +4.6% |
| 1Y | +48.2% | +4.9% | +43.4% | +33.8% |
| 3Y | +253.6% | +6.3% | +247.3% | +204.3% |
| 5Y | +99.6% | +24.3% | +75.3% | +12.2% |
| All | +99.6% | +24.4% | +75.2% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling