+35,000.4%
TQQQ vs APD
+613.4%
+34,387.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +1.3% |
| 7D | +4.4% | -2.5% | +6.8% | +7.7% |
| 30D | -3.1% | -1.9% | -1.2% | -1.2% |
| 3M | -5.2% | +8.2% | -13.4% | -17.1% |
| 6M | +52.4% | +10.7% | +41.6% | +26.5% |
| YTD | +37.4% | +22.9% | +14.5% | -3.3% |
| 1Y | +56.0% | +5.8% | +50.2% | +28.8% |
| 3Y | +268.7% | +7.8% | +260.9% | +166.0% |
| 5Y | +101.2% | +26.1% | +75.1% | +20.3% |
| 10Y | +2,840.4% | +163.7% | +2,676.7% | +512.5% |
| All | +35,000.4% | +613.4% | +34,387.0% | +1,430.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling