+105.2%
TQQQ vs BKR
+172.8%
-67.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +2.9% |
| 7D | -1.9% | -7.0% | +5.1% | +2.5% |
| 30D | -4.9% | -8.1% | +3.3% | +0.1% |
| 3M | -6.4% | -6.6% | +0.2% | -3.0% |
| 6M | +44.4% | +0.9% | +43.5% | +41.9% |
| YTD | +35.2% | +31.1% | +4.1% | +11.2% |
| 1Y | +49.5% | +27.7% | +21.8% | +24.5% |
| 3Y | +250.7% | +71.2% | +179.5% | +148.3% |
| All | +105.2% | +172.8% | -67.7% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 5y: compounded portfolio wealth divided by compounded BKR 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…
5y analysis · Full analysis span regression · 6 months rolling