+253.5%
TQQQ vs BA
-3.4%
+257.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | +0.7% |
| 7D | +2.8% | -1.2% | +4.0% | +3.7% |
| 30D | -3.0% | -11.3% | +8.3% | +6.0% |
| 3M | -2.7% | -3.8% | +1.1% | -0.1% |
| 6M | +45.4% | -8.3% | +53.7% | +54.3% |
| YTD | +36.3% | -4.9% | +41.2% | +39.3% |
| 1Y | +53.4% | -10.1% | +63.5% | +62.8% |
| All | +253.5% | -3.4% | +257.0% | +158.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling