+171.8%
TQQQ vs AS
+114.1%
+57.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +1.3% |
| 7D | +4.4% | -2.6% | +7.0% | +5.8% |
| 30D | -3.1% | -22.1% | +19.0% | +11.3% |
| 3M | -5.2% | -15.3% | +10.1% | +3.3% |
| 6M | +52.4% | -15.6% | +68.0% | +66.5% |
| YTD | +37.4% | -23.2% | +60.6% | +57.5% |
| 1Y | +56.0% | -21.7% | +77.7% | +75.8% |
| All | +171.8% | +114.1% | +57.7% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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