+8,136.3%
TQQQ vs AR
-27.2%
+8,163.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +0.7% | +2.5% | -1.8% | +0.1% |
| 30D | -0.6% | +14.8% | -15.4% | -4.2% |
| 3M | -14.9% | +6.2% | -21.1% | -16.8% |
| 6M | +44.6% | +4.3% | +40.3% | +40.5% |
| YTD | +37.8% | +14.4% | +23.5% | +30.2% |
| 1Y | +59.2% | +21.3% | +37.8% | +47.7% |
| 3Y | +254.1% | +39.8% | +214.3% | +216.8% |
| 5Y | +100.6% | +142.1% | -41.5% | +57.7% |
| 10Y | +2,857.5% | +52.0% | +2,805.5% | +2,283.9% |
| All | +8,136.3% | -27.2% | +8,163.6% | +7,754.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling