+2,840.4%
TQQQ vs BURL
+206.3%
+2,634.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +2.2% |
| 7D | +4.4% | -2.6% | +6.9% | +6.0% |
| 30D | -3.1% | -30.8% | +27.7% | +21.9% |
| 3M | -5.2% | -18.7% | +13.5% | +6.6% |
| 6M | +52.4% | -16.4% | +68.8% | +66.9% |
| YTD | +37.4% | -11.6% | +49.0% | +44.0% |
| 1Y | +56.0% | -12.0% | +68.0% | +60.1% |
| 3Y | +268.7% | +63.6% | +205.1% | +138.8% |
| 5Y | +101.2% | -12.6% | +113.8% | +93.5% |
| 10Y | +2,840.4% | +206.5% | +2,633.9% | +1,624.5% |
| All | +2,840.4% | +206.3% | +2,634.1% | +1,624.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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