+35,102.5%
TQQQ vs B
+67.0%
+35,035.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.1% |
| 7D | +0.7% | -1.6% | +2.3% | +1.2% |
| 30D | -0.6% | +9.4% | -10.1% | -3.2% |
| 3M | -14.9% | +5.0% | -19.9% | -16.0% |
| 6M | +44.6% | -3.5% | +48.1% | +45.7% |
| YTD | +37.8% | +4.5% | +33.4% | +35.7% |
| 1Y | +59.2% | +67.8% | -8.6% | +38.9% |
| 3Y | +254.1% | +196.7% | +57.4% | +166.9% |
| 5Y | +100.6% | +151.9% | -51.3% | +54.7% |
| 10Y | +2,857.5% | +202.2% | +2,655.4% | +2,102.7% |
| All | +35,102.5% | +67.0% | +35,035.5% | +33,014.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling