+250.7%
TQQQ vs BSX
-20.5%
+271.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.7% |
| 7D | -1.9% | -10.1% | +8.2% | +3.5% |
| 30D | -4.9% | -16.4% | +11.6% | +4.2% |
| 3M | -6.4% | -8.9% | +2.5% | -2.9% |
| 6M | +44.4% | -38.3% | +82.7% | +92.8% |
| YTD | +35.2% | -54.9% | +90.1% | +134.1% |
| 1Y | +49.5% | -58.8% | +108.3% | +185.7% |
| 3Y | +250.7% | -21.2% | +271.9% | +323.4% |
| All | +250.7% | -20.5% | +271.2% | +323.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 3y: compounded portfolio wealth divided by compounded BSX 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…
3y analysis · Full analysis span regression · 6 months rolling