+10.7%
TQQQ vs AZO
-9.7%
+20.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.9% | -1.1% | +3.4% |
| 7D | -14.0% | +5.3% | -19.3% | -13.3% |
| 30D | -25.1% | +18.4% | -43.6% | -23.6% |
| 3M | -16.7% | +9.8% | -26.5% | -15.4% |
| 6M | -3.7% | -4.5% | +0.8% | +0.4% |
| YTD | +18.8% | -1.9% | +20.7% | +24.5% |
| All | +10.7% | -9.7% | +20.5% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling