+56.0%
TQQQ vs AS
-22.5%
+78.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +1.4% |
| 7D | +4.4% | -2.6% | +7.0% | +5.8% |
| 30D | -3.1% | -22.1% | +19.0% | +11.9% |
| 3M | -5.2% | -15.3% | +10.1% | +3.4% |
| 6M | +52.4% | -15.6% | +68.0% | +65.4% |
| YTD | +37.4% | -23.2% | +60.6% | +55.2% |
| 1Y | +56.0% | -21.7% | +77.7% | +72.2% |
| All | +56.0% | -22.5% | +78.5% | +72.2% |
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