+541.2%
TQQQ vs BAM
+78.0%
+463.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | -0.2% |
| 7D | +0.7% | -2.0% | +2.7% | +3.0% |
| 30D | -0.6% | -2.9% | +2.3% | +2.0% |
| 3M | -14.9% | +9.4% | -24.3% | -23.7% |
| 6M | +44.6% | +10.8% | +33.8% | +27.6% |
| YTD | +37.8% | -0.4% | +38.3% | +35.6% |
| 1Y | +59.2% | -10.9% | +70.0% | +78.6% |
| 3Y | +254.1% | +61.3% | +192.9% | +128.7% |
| All | +541.2% | +78.0% | +463.2% | +276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling