+2,802.7%
TQQQ vs AR
+44.6%
+2,758.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -3.9% | -1.3% | -2.6% | -3.6% |
| 30D | -5.3% | +3.5% | -8.8% | -6.2% |
| 3M | +0.1% | +9.9% | -9.8% | -3.0% |
| 6M | +40.7% | +4.5% | +36.1% | +36.7% |
| YTD | +31.8% | +13.7% | +18.1% | +24.7% |
| 1Y | +48.2% | +19.2% | +29.0% | +38.2% |
| 3Y | +253.6% | +46.2% | +207.5% | +213.7% |
| 5Y | +99.6% | +145.9% | -46.3% | +58.2% |
| All | +2,802.7% | +44.6% | +2,758.1% | +2,803.1% |
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