+105.2%
TQQQ vs AR
+135.2%
-30.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.4% | +3.3% |
| 7D | -1.9% | -2.5% | +0.6% | -1.0% |
| 30D | -4.9% | +2.5% | -7.4% | -6.0% |
| 3M | -6.4% | +12.3% | -18.7% | -11.8% |
| 6M | +44.4% | -3.1% | +47.5% | +42.3% |
| YTD | +35.2% | +11.5% | +23.6% | +23.8% |
| 1Y | +49.5% | +17.0% | +32.5% | +33.1% |
| 3Y | +250.7% | +47.3% | +203.4% | +182.0% |
| All | +105.2% | +135.2% | -30.0% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling