+35,102.5%
TQQQ vs BA
+352.8%
+34,749.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.3% |
| 7D | +0.7% | +1.2% | -0.4% | -0.3% |
| 30D | -0.6% | -11.6% | +11.0% | +10.8% |
| 3M | -14.9% | -2.4% | -12.5% | -13.3% |
| 6M | +44.6% | -6.6% | +51.2% | +52.0% |
| YTD | +37.8% | -2.2% | +40.1% | +38.1% |
| 1Y | +59.2% | -8.0% | +67.2% | +66.7% |
| 3Y | +254.1% | -5.0% | +259.1% | +245.1% |
| 5Y | +100.6% | -2.7% | +103.3% | +95.9% |
| 10Y | +2,857.5% | +75.9% | +2,781.7% | +821.2% |
| All | +35,102.5% | +352.8% | +34,749.7% | +2,975.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling