+105.2%
TQQQ vs BMY
+23.1%
+82.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +2.6% |
| 7D | -1.9% | -4.8% | +2.8% | -0.9% |
| 30D | -4.9% | -0.1% | -4.8% | -4.9% |
| 3M | -6.4% | +13.1% | -19.5% | -9.2% |
| 6M | +44.4% | +8.4% | +36.0% | +41.3% |
| YTD | +35.2% | +22.0% | +13.2% | +28.0% |
| 1Y | +49.5% | +40.3% | +9.2% | +35.8% |
| 3Y | +250.7% | +20.5% | +230.2% | +248.4% |
| All | +105.2% | +23.1% | +82.1% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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