+250.7%
TQQQ vs BHP
+71.6%
+179.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | -1.9% | -3.6% | +1.7% | +1.7% |
| 30D | -4.9% | -1.2% | -3.7% | -4.6% |
| 3M | -6.4% | +1.2% | -7.6% | -8.3% |
| 6M | +44.4% | +21.4% | +23.0% | +18.4% |
| YTD | +35.2% | +50.4% | -15.2% | -13.0% |
| 1Y | +49.5% | +67.5% | -18.0% | -14.5% |
| 3Y | +250.7% | +72.8% | +177.9% | +73.1% |
| All | +250.7% | +71.6% | +179.1% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling