+2,448.5%
TQQQ vs AR
+57.4%
+2,391.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +10.4% | +7.4% | +3.0% | +8.5% |
| 30D | -22.2% | +5.8% | -27.9% | -23.4% |
| 3M | -25.1% | +5.2% | -30.3% | -26.5% |
| 6M | -25.0% | +5.4% | -30.5% | -27.0% |
| YTD | +10.1% | +12.4% | -2.4% | +3.9% |
| 1Y | +11.0% | +12.8% | -1.8% | +4.6% |
| 3Y | +195.0% | +47.2% | +147.8% | +161.1% |
| 5Y | +46.6% | +101.1% | -54.5% | +20.7% |
| All | +2,448.5% | +57.4% | +2,391.2% | +2,427.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling