+2,802.7%
TQQQ vs B
+209.1%
+2,593.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.7% | -2.3% |
| 7D | -3.9% | -5.0% | +1.1% | -2.0% |
| 30D | -5.3% | +8.7% | -14.0% | -8.5% |
| 3M | +0.1% | +17.3% | -17.2% | -6.1% |
| 6M | +40.7% | -5.0% | +45.7% | +42.8% |
| YTD | +31.8% | +1.4% | +30.4% | +29.9% |
| 1Y | +48.2% | +50.5% | -2.3% | +26.2% |
| 3Y | +253.6% | +194.4% | +59.3% | +133.7% |
| 5Y | +99.6% | +156.7% | -57.1% | +34.6% |
| All | +2,802.7% | +209.1% | +2,593.6% | +1,865.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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