+101.2%
TQQQ vs BABA
-31.3%
+132.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +4.4% | -0.2% | +4.5% | +4.4% |
| 30D | -3.1% | -12.3% | +9.2% | +2.5% |
| 3M | -5.2% | -5.3% | +0.1% | -3.8% |
| 6M | +52.4% | -13.1% | +65.5% | +61.5% |
| YTD | +37.4% | -22.4% | +59.9% | +52.8% |
| 1Y | +56.0% | -19.5% | +75.5% | +69.1% |
| 3Y | +268.7% | +32.9% | +235.7% | +193.8% |
| 5Y | +101.2% | -29.9% | +131.1% | +78.5% |
| All | +101.2% | -31.3% | +132.5% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 5y: compounded portfolio wealth divided by compounded BABA 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…
5y analysis · Full analysis span regression · 6 months rolling