+33,565.4%
TQQQ vs BMY
+376.3%
+33,189.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.2% | -2.4% |
| 7D | -3.9% | -6.4% | +2.5% | +1.3% |
| 30D | -5.3% | +0.2% | -5.5% | -5.8% |
| 3M | +0.1% | +16.0% | -15.8% | -13.0% |
| 6M | +40.7% | +8.3% | +32.3% | +27.5% |
| YTD | +31.8% | +22.2% | +9.6% | +7.0% |
| 1Y | +48.2% | +41.7% | +6.5% | +3.8% |
| 3Y | +253.6% | +20.7% | +232.9% | +157.9% |
| 5Y | +99.6% | +23.9% | +75.7% | +38.3% |
| 10Y | +2,951.5% | +62.9% | +2,888.6% | +1,567.6% |
| All | +33,565.4% | +376.3% | +33,189.1% | +3,771.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling