+2,876.9%
TQQQ vs ASX
+964.2%
+1,912.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.5% | +3.5% |
| 7D | -1.9% | +5.2% | -7.1% | -7.3% |
| 30D | -4.9% | +0.5% | -5.3% | -6.4% |
| 3M | -6.4% | +8.3% | -14.7% | -16.9% |
| 6M | +44.4% | +82.0% | -37.6% | -26.4% |
| YTD | +35.2% | +147.6% | -112.5% | -51.2% |
| 1Y | +49.5% | +258.8% | -209.3% | -64.1% |
| 3Y | +250.7% | +452.1% | -201.3% | -45.5% |
| 5Y | +104.7% | +441.7% | -337.0% | -65.3% |
| All | +2,876.9% | +964.2% | +1,912.7% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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