+105.2%
TQQQ vs BR
+8.0%
+97.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.9% |
| 7D | -1.9% | -3.0% | +1.1% | +1.6% |
| 30D | -4.9% | -0.3% | -4.6% | -5.3% |
| 3M | -6.4% | +17.3% | -23.7% | -27.2% |
| 6M | +44.4% | -6.7% | +51.1% | +50.6% |
| YTD | +35.2% | -23.4% | +58.6% | +84.1% |
| 1Y | +49.5% | -32.7% | +82.2% | +148.1% |
| 3Y | +250.7% | -5.9% | +256.6% | +216.8% |
| All | +105.2% | +8.0% | +97.1% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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