+250.7%
TQQQ vs BAX
-35.4%
+286.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.1% | +3.1% |
| 7D | -1.9% | -7.9% | +5.9% | +1.0% |
| 30D | -4.9% | -11.7% | +6.8% | -0.6% |
| 3M | -6.4% | +16.2% | -22.6% | -12.2% |
| 6M | +44.4% | +32.0% | +12.4% | +27.9% |
| YTD | +35.2% | +24.7% | +10.5% | +21.0% |
| 1Y | +49.5% | -2.6% | +52.1% | +47.2% |
| 3Y | +250.7% | -35.0% | +285.7% | +296.5% |
| All | +250.7% | -35.4% | +286.1% | +296.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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