+2,480.3%
TQQQ vs BURL
+254.9%
+2,225.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.9% | +5.9% | +6.3% |
| 7D | -2.9% | -0.8% | -2.1% | -1.8% |
| 30D | -24.1% | -4.4% | -19.7% | -21.9% |
| 3M | -17.1% | -28.6% | +11.5% | +1.6% |
| 6M | -21.1% | -12.3% | -8.8% | -16.9% |
| YTD | +15.3% | -11.3% | +26.6% | +19.9% |
| 1Y | +8.9% | -10.4% | +19.4% | +10.4% |
| 3Y | +206.3% | +96.1% | +110.2% | +75.5% |
| 5Y | +58.5% | -5.0% | +63.5% | +44.4% |
| 10Y | +2,480.3% | +251.8% | +2,228.5% | +1,377.7% |
| All | +2,480.3% | +254.9% | +2,225.4% | +1,377.7% |
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