+48.2%
TQQQ vs B
+51.2%
-3.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.7% | -2.0% |
| 7D | -3.9% | -5.0% | +1.1% | -1.3% |
| 30D | -5.3% | +8.7% | -14.0% | -9.8% |
| 3M | +0.1% | +17.3% | -17.2% | -8.8% |
| 6M | +40.7% | -5.0% | +45.7% | +40.2% |
| YTD | +31.8% | +1.4% | +30.4% | +27.1% |
| 1Y | +48.2% | +50.5% | -2.3% | +25.6% |
| All | +48.2% | +51.2% | -3.0% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling