+7,791.3%
TQQQ vs BURL
+1,051.1%
+6,740.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.2% |
| 7D | +0.7% | -2.8% | +3.5% | +2.3% |
| 30D | -0.6% | -28.2% | +27.5% | +20.8% |
| 3M | -14.9% | -17.6% | +2.7% | -5.4% |
| 6M | +44.6% | -11.8% | +56.3% | +52.2% |
| YTD | +37.8% | -8.1% | +46.0% | +41.0% |
| 1Y | +59.2% | -12.0% | +71.1% | +63.7% |
| 3Y | +254.1% | +63.3% | +190.8% | +138.1% |
| 5Y | +100.6% | -10.8% | +111.4% | +91.6% |
| 10Y | +2,857.5% | +215.9% | +2,641.6% | +1,345.1% |
| All | +7,791.3% | +1,051.1% | +6,740.2% | +2,465.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling