-25.0%
TQQQ vs APH
+20.8%
-45.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -1.9% | -1.9% |
| 7D | +10.4% | +4.9% | +5.5% | +5.3% |
| 30D | -22.2% | -5.4% | -16.8% | -17.5% |
| 3M | -25.1% | -5.5% | -19.6% | -20.9% |
| 6M | -25.0% | +25.9% | -50.9% | -38.3% |
| All | -25.0% | +20.8% | -45.8% | -38.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling