+59.2%
TQQQ vs BLK
+3.3%
+55.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | +0.7% | -3.6% | +4.3% | +3.9% |
| 30D | -0.6% | -1.0% | +0.4% | +0.1% |
| 3M | -14.9% | +10.4% | -25.3% | -21.7% |
| 6M | +44.6% | +8.2% | +36.4% | +33.6% |
| YTD | +37.8% | +6.0% | +31.8% | +29.9% |
| 1Y | +59.2% | +3.3% | +55.8% | +57.1% |
| All | +59.2% | +3.3% | +55.9% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling