+12.9%
TQQQ vs BAM
+4.2%
+8.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | -1.6% |
| 7D | -14.0% | +14.2% | -28.2% | -22.4% |
| 30D | -25.1% | +21.0% | -46.1% | -35.9% |
| 3M | -16.7% | +5.2% | -21.8% | -20.1% |
| 6M | -3.7% | +16.0% | -19.7% | -15.6% |
| YTD | +18.8% | +6.5% | +12.3% | +10.2% |
| 1Y | +12.9% | +4.4% | +8.5% | +7.4% |
| All | +12.9% | +4.2% | +8.7% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling