+2,802.7%
TQQQ vs APH
+1,052.1%
+1,750.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -1.9% | -1.1% |
| 7D | -3.9% | -2.2% | -1.7% | -0.4% |
| 30D | -5.3% | -4.0% | -1.2% | -0.3% |
| 3M | +0.1% | +7.7% | -7.6% | -12.8% |
| 6M | +40.7% | +17.8% | +22.9% | -1.8% |
| YTD | +31.8% | +19.2% | +12.6% | -21.3% |
| 1Y | +48.2% | +35.7% | +12.5% | -32.3% |
| 3Y | +253.6% | +282.9% | -29.3% | -79.7% |
| 5Y | +99.6% | +345.6% | -246.0% | -89.4% |
| All | +2,802.7% | +1,052.1% | +1,750.5% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 10y: compounded portfolio wealth divided by compounded APH 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…
10y analysis · Full analysis span regression · 6 months rolling