+2,876.9%
TQQQ vs BNY
+416.3%
+2,460.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | -1.9% | -1.3% | -0.6% | -0.3% |
| 30D | -4.9% | -0.2% | -4.7% | -4.9% |
| 3M | -6.4% | +14.9% | -21.3% | -21.9% |
| 6M | +44.4% | +40.0% | +4.4% | -5.0% |
| YTD | +35.2% | +42.0% | -6.8% | -13.3% |
| 1Y | +49.5% | +56.9% | -7.3% | -15.0% |
| 3Y | +250.7% | +289.9% | -39.2% | -29.8% |
| 5Y | +104.7% | +259.2% | -154.5% | -52.3% |
| All | +2,876.9% | +416.3% | +2,460.6% | +408.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 10y: compounded portfolio wealth divided by compounded BNY 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…
10y analysis · Full analysis span regression · 6 months rolling