+49.5%
TQQQ vs BTI
+3.5%
+46.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.7% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -4.9% | -1.1% | -3.8% | -5.0% |
| 3M | -6.4% | -8.8% | +2.4% | -7.1% |
| 6M | +44.4% | -4.0% | +48.4% | +41.2% |
| YTD | +35.2% | +0.4% | +34.8% | +31.9% |
| 1Y | +49.5% | +1.9% | +47.6% | +47.6% |
| All | +49.5% | +3.5% | +46.0% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling