+49.5%
TQQQ vs BLK
-0.2%
+49.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +0.9% | +1.2% |
| 7D | -1.9% | -3.3% | +1.4% | +0.9% |
| 30D | -4.9% | -6.5% | +1.7% | +0.6% |
| 3M | -6.4% | +6.7% | -13.2% | -11.8% |
| 6M | +44.4% | +14.7% | +29.7% | +27.8% |
| YTD | +35.2% | +2.5% | +32.6% | +30.9% |
| 1Y | +49.5% | -2.8% | +52.3% | +51.4% |
| All | +49.5% | -0.2% | +49.7% | +51.4% |
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