+12.9%
TQQQ vs BX
-8.3%
+21.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.5% | -0.1% |
| 7D | -14.0% | +8.3% | -22.3% | -17.2% |
| 30D | -25.1% | +13.5% | -38.7% | -29.9% |
| 3M | -16.7% | -7.6% | -9.0% | -12.9% |
| 6M | -3.7% | +4.0% | -7.7% | -5.5% |
| YTD | +18.8% | -15.2% | +33.9% | +27.9% |
| 1Y | +12.9% | -8.5% | +21.4% | +14.5% |
| All | +12.9% | -8.3% | +21.2% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling