+256.5%
TQQQ vs BAM
+53.8%
+202.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +3.7% |
| 7D | +4.4% | -1.6% | +5.9% | +6.2% |
| 30D | -3.1% | -6.0% | +2.9% | +3.4% |
| 3M | -5.2% | +7.3% | -12.5% | -14.2% |
| 6M | +52.4% | +8.2% | +44.2% | +36.3% |
| YTD | +37.4% | -3.8% | +41.3% | +40.1% |
| 1Y | +56.0% | -10.7% | +66.7% | +75.2% |
| All | +256.5% | +53.8% | +202.7% | +128.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling