+2,876.9%
TQQQ vs BDX
+59.3%
+2,817.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.8% |
| 7D | -1.9% | -3.2% | +1.2% | +1.0% |
| 30D | -4.9% | -2.5% | -2.3% | -2.9% |
| 3M | -6.4% | +21.4% | -27.8% | -24.6% |
| 6M | +44.4% | +10.4% | +34.0% | +26.2% |
| YTD | +35.2% | +18.8% | +16.3% | +8.2% |
| 1Y | +49.5% | +21.7% | +27.8% | +15.6% |
| 3Y | +250.7% | -10.0% | +260.7% | +253.6% |
| 5Y | +104.7% | -1.8% | +106.5% | +86.0% |
| All | +2,876.9% | +59.3% | +2,817.6% | +1,728.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 10y: compounded portfolio wealth divided by compounded BDX 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…
10y analysis · Full analysis span regression · 6 months rolling