+2,876.9%
TQQQ vs BG
+166.7%
+2,710.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.6% |
| 7D | -1.9% | +3.1% | -5.0% | -3.8% |
| 30D | -4.9% | +10.2% | -15.1% | -10.6% |
| 3M | -6.4% | -1.7% | -4.7% | -6.9% |
| 6M | +44.4% | +1.0% | +43.4% | +39.6% |
| YTD | +35.2% | +39.9% | -4.7% | +5.9% |
| 1Y | +49.5% | +53.2% | -3.7% | +8.8% |
| 3Y | +250.7% | +16.3% | +234.4% | +191.8% |
| 5Y | +104.7% | +83.9% | +20.8% | +20.1% |
| All | +2,876.9% | +166.7% | +2,710.2% | +1,118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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