+769.4%
TQQQ vs BE
+1,374.6%
-605.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.7% | -4.1% | +0.6% |
| 7D | -1.9% | +9.0% | -11.0% | -4.6% |
| 30D | -4.9% | +16.3% | -21.1% | -9.5% |
| 3M | -6.4% | +10.8% | -17.2% | -11.9% |
| 6M | +44.4% | +73.2% | -28.8% | +15.6% |
| YTD | +35.2% | +217.4% | -182.2% | -12.1% |
| 1Y | +49.5% | +309.8% | -260.3% | -14.5% |
| 3Y | +250.7% | +1,726.2% | -1,475.4% | +5.0% |
| 5Y | +104.7% | +1,306.2% | -1,201.5% | -34.3% |
| All | +769.4% | +1,374.6% | -605.2% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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