+34,703.6%
TQQQ vs BWA
+384.5%
+34,319.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | +0.6% |
| 7D | +2.8% | +0.1% | +2.7% | +2.6% |
| 30D | -3.0% | -5.6% | +2.5% | +1.9% |
| 3M | -2.7% | -10.7% | +8.0% | +8.1% |
| 6M | +45.4% | +23.2% | +22.3% | +19.2% |
| YTD | +36.3% | +46.0% | -9.7% | -10.8% |
| 1Y | +53.4% | +51.2% | +2.2% | -4.1% |
| 3Y | +265.6% | +69.6% | +196.0% | +94.7% |
| 5Y | +101.7% | +86.6% | +15.1% | +2.7% |
| 10Y | +3,054.7% | +152.3% | +2,902.4% | +973.7% |
| All | +34,703.6% | +384.5% | +34,319.2% | +6,104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling