+105.2%
TQQQ vs BB
-26.5%
+131.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +1.6% |
| 7D | -1.9% | -0.4% | -1.5% | -1.7% |
| 30D | -4.9% | -12.5% | +7.7% | +2.5% |
| 3M | -6.4% | -17.4% | +11.0% | +1.2% |
| 6M | +44.4% | +119.1% | -74.7% | -17.0% |
| YTD | +35.2% | +102.4% | -67.2% | -18.4% |
| 1Y | +49.5% | +98.2% | -48.7% | -10.4% |
| 3Y | +250.7% | +46.9% | +203.8% | +129.2% |
| All | +105.2% | -26.5% | +131.6% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling