+105.2%
TQQQ vs APTV
-69.3%
+174.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.8% |
| 7D | -1.9% | -5.0% | +3.1% | +2.3% |
| 30D | -4.9% | -6.1% | +1.2% | 0.0% |
| 3M | -6.4% | -33.0% | +26.6% | +29.5% |
| 6M | +44.4% | -35.2% | +79.6% | +101.1% |
| YTD | +35.2% | -40.1% | +75.3% | +99.1% |
| 1Y | +49.5% | -45.6% | +95.1% | +142.1% |
| 3Y | +250.7% | -54.4% | +305.1% | +533.4% |
| All | +105.2% | -69.3% | +174.5% | +531.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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