+2,876.9%
TQQQ vs ATI
+1,154.1%
+1,722.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -1.9% | -5.6% | +3.7% | +1.1% |
| 30D | -4.9% | -13.7% | +8.9% | +2.7% |
| 3M | -6.4% | -0.4% | -6.0% | -6.2% |
| 6M | +44.4% | +26.2% | +18.2% | +28.0% |
| YTD | +35.2% | +73.2% | -38.0% | +1.3% |
| 1Y | +49.5% | +161.6% | -112.1% | -9.8% |
| 3Y | +250.7% | +346.2% | -95.5% | +59.7% |
| 5Y | +104.7% | +1,047.6% | -942.9% | -39.2% |
| All | +2,876.9% | +1,154.1% | +1,722.8% | +808.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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