+209.1%
TQQQ vs APH
+274.9%
-65.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.8% | +7.7% | +7.7% |
| 7D | -2.9% | +0.4% | -3.3% | -2.1% |
| 30D | -24.1% | -8.0% | -16.1% | -16.5% |
| 3M | -17.1% | -5.0% | -12.1% | -12.6% |
| 6M | -21.1% | +29.9% | -51.0% | -40.9% |
| YTD | +15.3% | +18.0% | -2.6% | -14.5% |
| 1Y | +8.9% | +11.3% | -2.4% | -12.4% |
| All | +209.1% | +274.9% | -65.8% | -62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling