+48.2%
TQQQ vs BA
-10.8%
+59.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.7% |
| 7D | -3.9% | -2.7% | -1.2% | -2.1% |
| 30D | -5.3% | -12.2% | +6.9% | +3.2% |
| 3M | +0.1% | -2.0% | +2.2% | +1.6% |
| 6M | +40.7% | -6.0% | +46.6% | +43.4% |
| YTD | +31.8% | -5.7% | +37.5% | +32.3% |
| 1Y | +48.2% | -10.0% | +58.2% | +50.2% |
| All | +48.2% | -10.8% | +59.0% | +50.2% |
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