+35,102.5%
TQQQ vs APH
+3,730.8%
+31,371.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.9% |
| 7D | +0.7% | +5.0% | -4.2% | -7.1% |
| 30D | -0.6% | -3.9% | +3.2% | +4.2% |
| 3M | -14.9% | +13.0% | -27.9% | -31.4% |
| 6M | +44.6% | +25.2% | +19.4% | -7.2% |
| YTD | +37.8% | +22.9% | +14.9% | -18.7% |
| 1Y | +59.2% | +47.8% | +11.3% | -33.5% |
| 3Y | +254.1% | +283.0% | -28.9% | -71.5% |
| 5Y | +100.6% | +349.7% | -249.1% | -84.7% |
| 10Y | +2,857.5% | +1,061.2% | +1,796.3% | -32.8% |
| All | +35,102.5% | +3,730.8% | +31,371.7% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling