+101.7%
TQQQ vs APP
+337.1%
-235.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.2% |
| 7D | +2.8% | -4.4% | +7.2% | +4.8% |
| 30D | -3.0% | -10.0% | +7.0% | +1.4% |
| 3M | -2.7% | -41.4% | +38.7% | +21.3% |
| 6M | +45.4% | -41.0% | +86.5% | +76.5% |
| YTD | +36.3% | -54.7% | +91.0% | +79.6% |
| 1Y | +53.4% | -45.3% | +98.7% | +81.1% |
| 3Y | +265.6% | +624.3% | -358.7% | -6.2% |
| 5Y | +101.7% | +329.1% | -227.4% | -36.6% |
| All | +101.7% | +337.1% | -235.4% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 5y: compounded portfolio wealth divided by compounded APP 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…
5y analysis · Full analysis span regression · 6 months rolling