+99.6%
TQQQ vs ASX
+440.6%
-341.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | +0.2% |
| 7D | -3.9% | +6.5% | -10.4% | -10.8% |
| 30D | -5.3% | +3.1% | -8.4% | -9.6% |
| 3M | +0.1% | +17.4% | -17.2% | -20.1% |
| 6M | +40.7% | +85.4% | -44.8% | -36.4% |
| YTD | +31.8% | +150.1% | -118.3% | -59.7% |
| 1Y | +48.2% | +256.3% | -208.1% | -71.5% |
| 3Y | +253.6% | +446.9% | -193.2% | -62.7% |
| 5Y | +99.6% | +447.1% | -347.5% | -79.5% |
| All | +99.6% | +440.6% | -341.0% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling