+29,356.3%
TQQQ vs APH
+3,575.9%
+25,780.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.8% | +7.7% | +8.1% |
| 7D | -2.9% | +0.4% | -3.3% | -2.5% |
| 30D | -24.1% | -8.0% | -16.1% | -13.9% |
| 3M | -17.1% | -5.0% | -12.1% | -12.5% |
| 6M | -21.1% | +29.9% | -51.0% | -51.0% |
| YTD | +15.3% | +18.0% | -2.6% | -28.3% |
| 1Y | +8.9% | +11.3% | -2.4% | -25.6% |
| 3Y | +206.3% | +274.9% | -68.7% | -75.1% |
| 5Y | +58.5% | +300.6% | -242.1% | -85.5% |
| 10Y | +2,480.3% | +944.2% | +1,536.1% | -32.1% |
| All | +29,356.3% | +3,575.9% | +25,780.4% | +57.0% |
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 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