+99.6%
TQQQ vs BAH
+1.2%
+98.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.8% | -8.1% | -5.0% |
| 7D | -3.9% | +2.4% | -6.4% | -4.8% |
| 30D | -5.3% | -2.9% | -2.3% | -4.4% |
| 3M | +0.1% | -1.3% | +1.5% | -0.1% |
| 6M | +40.7% | -0.9% | +41.5% | +38.4% |
| YTD | +31.8% | -8.2% | +40.0% | +31.7% |
| 1Y | +48.2% | -24.0% | +72.2% | +61.4% |
| 3Y | +253.6% | -28.1% | +281.7% | +241.8% |
| 5Y | +99.6% | +2.5% | +97.1% | +36.3% |
| All | +99.6% | +1.2% | +98.4% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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