+2,876.9%
TQQQ vs BAC
+400.8%
+2,476.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.3% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -4.9% | -2.8% | -2.1% | -2.2% |
| 3M | -6.4% | +14.2% | -20.6% | -19.9% |
| 6M | +44.4% | +30.5% | +13.9% | +6.3% |
| YTD | +35.2% | +15.8% | +19.4% | +13.0% |
| 1Y | +49.5% | +26.2% | +23.3% | +13.2% |
| 3Y | +250.7% | +136.5% | +114.2% | +33.1% |
| 5Y | +104.7% | +75.9% | +28.8% | +16.0% |
| All | +2,876.9% | +400.8% | +2,476.1% | +752.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 10y: compounded portfolio wealth divided by compounded BAC 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…
10y analysis · Full analysis span regression · 6 months rolling