+250.7%
TQQQ vs BWA
+70.7%
+180.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +1.6% |
| 7D | -1.9% | -1.3% | -0.6% | -1.1% |
| 30D | -4.9% | -2.9% | -1.9% | -3.1% |
| 3M | -6.4% | -10.7% | +4.3% | +0.9% |
| 6M | +44.4% | +26.5% | +17.9% | +25.7% |
| YTD | +35.2% | +49.1% | -13.9% | +0.6% |
| 1Y | +49.5% | +52.1% | -2.5% | +8.9% |
| 3Y | +250.7% | +72.6% | +178.1% | +98.1% |
| All | +250.7% | +70.7% | +180.0% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling