+2,448.5%
TQQQ vs ASX
+962.9%
+1,485.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.6% | -1.7% |
| 7D | +10.4% | +12.4% | -2.0% | -1.7% |
| 30D | -22.2% | -19.8% | -2.4% | -5.0% |
| 3M | -25.1% | -10.3% | -14.8% | -19.8% |
| 6M | -25.0% | +1.2% | -26.2% | -31.9% |
| YTD | +10.1% | +123.0% | -113.0% | -57.2% |
| 1Y | +11.0% | +145.4% | -134.4% | -61.0% |
| 3Y | +195.0% | +368.6% | -173.7% | -47.9% |
| 5Y | +46.6% | +486.0% | -439.4% | -77.2% |
| All | +2,448.5% | +962.9% | +1,485.6% | +106.0% |
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