+11.0%
TQQQ vs AS
-3.7%
+14.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.8% | -3.2% |
| 7D | +10.4% | -4.9% | +15.3% | +13.4% |
| 30D | -22.2% | +3.9% | -26.1% | -23.7% |
| 3M | -25.1% | -9.6% | -15.5% | -20.9% |
| 6M | -25.0% | -8.7% | -16.3% | -22.0% |
| YTD | +10.1% | -19.8% | +29.9% | +19.4% |
| 1Y | +11.0% | -1.5% | +12.6% | +13.4% |
| All | +11.0% | -3.7% | +14.8% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling