+101.7%
TQQQ vs AVAV
+33.5%
+68.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.5% | +1.1% |
| 7D | +2.8% | -3.2% | +6.0% | +3.9% |
| 30D | -3.0% | -25.6% | +22.5% | +7.8% |
| 3M | -2.7% | -20.2% | +17.5% | +3.2% |
| 6M | +45.4% | -38.1% | +83.5% | +67.1% |
| YTD | +36.3% | -41.8% | +78.0% | +52.8% |
| 1Y | +53.4% | -39.0% | +92.4% | +65.4% |
| 3Y | +265.6% | +24.1% | +241.5% | +154.3% |
| 5Y | +101.7% | +53.0% | +48.7% | +12.6% |
| All | +101.7% | +33.5% | +68.2% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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