+34,426.4%
TQQQ vs AU
+252.2%
+34,174.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.5% |
| 7D | -1.9% | -4.3% | +2.3% | -1.2% |
| 30D | -4.9% | +7.3% | -12.2% | -6.2% |
| 3M | -6.4% | +26.3% | -32.7% | -10.3% |
| 6M | +44.4% | +1.8% | +42.6% | +43.4% |
| YTD | +35.2% | +26.8% | +8.4% | +29.2% |
| 1Y | +49.5% | +66.7% | -17.2% | +36.7% |
| 3Y | +250.7% | +579.1% | -328.4% | +154.7% |
| 5Y | +104.7% | +689.3% | -584.6% | +43.8% |
| 10Y | +3,029.5% | +686.6% | +2,342.9% | +2,076.9% |
| All | +34,426.4% | +252.2% | +34,174.2% | +36,269.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling