+250.7%
TQQQ vs AU
+577.5%
-326.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.4% |
| 7D | -1.9% | -4.3% | +2.3% | -0.7% |
| 30D | -4.9% | +7.3% | -12.2% | -7.1% |
| 3M | -6.4% | +26.3% | -32.7% | -13.0% |
| 6M | +44.4% | +1.8% | +42.6% | +41.3% |
| YTD | +35.2% | +26.8% | +8.4% | +25.6% |
| 1Y | +49.5% | +66.7% | -17.2% | +31.0% |
| 3Y | +250.7% | +579.1% | -328.4% | +133.0% |
| All | +250.7% | +577.5% | -326.8% | +133.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling