+12.9%
TQQQ vs BA
-12.3%
+25.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +1.7% |
| 7D | -14.0% | +5.9% | -19.9% | -16.7% |
| 30D | -25.1% | -8.2% | -17.0% | -21.9% |
| 3M | -16.7% | -25.4% | +8.7% | -0.9% |
| 6M | -3.7% | -20.0% | +16.3% | +9.1% |
| YTD | +18.8% | -18.5% | +37.2% | +27.1% |
| 1Y | +12.9% | -10.6% | +23.5% | +16.0% |
| All | +12.9% | -12.3% | +25.2% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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