+33,565.4%
TQQQ vs BEN
+93.2%
+33,472.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -1.9% | -1.7% |
| 7D | -3.9% | +0.3% | -4.2% | -4.4% |
| 30D | -5.3% | +0.9% | -6.2% | -6.4% |
| 3M | +0.1% | +9.2% | -9.0% | -9.7% |
| 6M | +40.7% | +36.8% | +3.9% | -2.7% |
| YTD | +31.8% | +44.4% | -12.6% | -15.2% |
| 1Y | +48.2% | +45.8% | +2.4% | -6.3% |
| 3Y | +253.6% | +52.5% | +201.1% | +101.1% |
| 5Y | +99.6% | +37.7% | +61.9% | +45.1% |
| 10Y | +2,951.5% | +55.4% | +2,896.1% | +1,546.1% |
| All | +33,565.4% | +93.2% | +33,472.2% | +16,365.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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