-10.2%
TQQQ vs BOXX
+4.1%
-14.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | 0.0% | -18.9% | -18.9% |
| 7D | -27.1% | +0.1% | -27.2% | -27.2% |
| 30D | -40.1% | +0.4% | -40.4% | -40.5% |
| 3M | -30.6% | +1.0% | -31.6% | -30.3% |
| 6M | -24.8% | +2.0% | -26.8% | -27.9% |
| YTD | -3.7% | +3.3% | -7.0% | -41.4% |
| 1Y | -10.2% | +4.0% | -14.2% | -72.5% |
| All | -10.2% | +4.1% | -14.3% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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