+2,876.9%
TQQQ vs AZO
+296.8%
+2,580.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +2.7% |
| 7D | -1.9% | -3.6% | +1.7% | +0.9% |
| 30D | -4.9% | -5.6% | +0.7% | -0.9% |
| 3M | -6.4% | -6.6% | +0.2% | -3.8% |
| 6M | +44.4% | -22.5% | +66.9% | +70.1% |
| YTD | +35.2% | -15.2% | +50.3% | +46.1% |
| 1Y | +49.5% | -33.9% | +83.4% | +96.1% |
| 3Y | +250.7% | +11.8% | +238.9% | +172.9% |
| 5Y | +104.7% | +85.5% | +19.2% | +1.8% |
| All | +2,876.9% | +296.8% | +2,580.1% | +910.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling