+99.6%
TQQQ vs ARWR
+26.4%
+73.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.3% |
| 7D | -3.9% | -4.3% | +0.4% | -2.0% |
| 30D | -5.3% | -7.3% | +2.0% | -2.2% |
| 3M | +0.1% | +17.0% | -16.9% | -8.1% |
| 6M | +40.7% | +39.8% | +0.9% | +18.5% |
| YTD | +31.8% | +24.7% | +7.1% | +15.5% |
| 1Y | +48.2% | +186.5% | -138.2% | -15.7% |
| 3Y | +253.6% | +176.8% | +76.8% | +62.6% |
| 5Y | +99.6% | +29.3% | +70.3% | +35.5% |
| All | +99.6% | +26.4% | +73.2% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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