+2,876.9%
TQQQ vs BTI
+73.8%
+2,803.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.0% |
| 7D | -1.9% | -0.2% | -1.7% | -1.8% |
| 30D | -4.9% | -1.1% | -3.8% | -4.4% |
| 3M | -6.4% | -8.8% | +2.4% | -2.3% |
| 6M | +44.4% | -4.0% | +48.4% | +42.5% |
| YTD | +35.2% | +0.4% | +34.8% | +28.1% |
| 1Y | +49.5% | +1.9% | +47.6% | +39.1% |
| 3Y | +250.7% | +108.5% | +142.2% | +62.9% |
| 5Y | +104.7% | +118.5% | -13.8% | -9.9% |
| All | +2,876.9% | +73.8% | +2,803.1% | +1,396.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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