+48.2%
TQQQ vs AR
+22.8%
+25.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -3.9% | -1.3% | -2.6% | -4.0% |
| 30D | -5.3% | +3.5% | -8.8% | -4.9% |
| 3M | +0.1% | +9.9% | -9.8% | +1.5% |
| 6M | +40.7% | +4.5% | +36.1% | +39.8% |
| YTD | +31.8% | +13.7% | +18.1% | +27.2% |
| 1Y | +48.2% | +19.2% | +29.0% | +41.7% |
| All | +48.2% | +22.8% | +25.4% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling