+105.2%
TQQQ vs BUD
+44.8%
+60.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.8% | +2.0% |
| 7D | -1.9% | -2.6% | +0.7% | +0.1% |
| 30D | -4.9% | -1.2% | -3.6% | -4.0% |
| 3M | -6.4% | -4.9% | -1.5% | -4.1% |
| 6M | +44.4% | +9.3% | +35.1% | +31.1% |
| YTD | +35.2% | +24.0% | +11.2% | +8.3% |
| 1Y | +49.5% | +34.5% | +15.0% | +10.2% |
| 3Y | +250.7% | +43.7% | +207.0% | +120.0% |
| All | +105.2% | +44.8% | +60.4% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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