+34,703.6%
TQQQ vs BAX
+9.6%
+34,694.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | +1.0% |
| 7D | +2.8% | -5.1% | +7.9% | +7.9% |
| 30D | -3.0% | -12.2% | +9.1% | +9.1% |
| 3M | -2.7% | +21.8% | -24.5% | -22.9% |
| 6M | +45.4% | +36.3% | +9.1% | +1.2% |
| YTD | +36.3% | +27.8% | +8.4% | -3.5% |
| 1Y | +53.4% | -0.1% | +53.5% | +35.3% |
| 3Y | +265.6% | -33.3% | +298.9% | +326.1% |
| 5Y | +101.7% | -67.1% | +168.8% | +469.1% |
| 10Y | +3,054.7% | -36.9% | +3,091.6% | +3,931.4% |
| All | +34,703.6% | +9.6% | +34,694.1% | +17,042.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling