+105.2%
TQQQ vs BTI
+118.0%
-12.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.3% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -4.9% | -1.1% | -3.8% | -4.6% |
| 3M | -6.4% | -8.8% | +2.4% | -4.3% |
| 6M | +44.4% | -4.0% | +48.4% | +43.0% |
| YTD | +35.2% | +0.4% | +34.8% | +30.7% |
| 1Y | +49.5% | +1.9% | +47.6% | +43.3% |
| 3Y | +250.7% | +108.5% | +142.2% | +106.0% |
| All | +105.2% | +118.0% | -12.8% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling