+97.2%
TQQQ vs AS
+134.9%
-37.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.3% |
| 7D | -15.7% | +6.9% | -22.7% | -18.8% |
| 30D | -37.5% | +16.0% | -53.5% | -42.7% |
| 3M | -27.3% | -12.8% | -14.5% | -21.9% |
| 6M | -26.7% | -15.4% | -11.3% | -20.4% |
| YTD | -0.3% | -15.7% | +15.4% | +8.0% |
| 1Y | -1.5% | +6.1% | -7.6% | -6.7% |
| All | +97.2% | +134.9% | -37.6% | +35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling