+34,426.4%
TQQQ vs BX
+2,247.1%
+32,179.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | -0.2% |
| 7D | -1.9% | -5.6% | +3.7% | +4.4% |
| 30D | -4.9% | -12.2% | +7.4% | +9.4% |
| 3M | -6.4% | +7.4% | -13.8% | -15.5% |
| 6M | +44.4% | +22.2% | +22.2% | +9.9% |
| YTD | +35.2% | -14.0% | +49.2% | +50.3% |
| 1Y | +49.5% | -27.3% | +76.8% | +98.9% |
| 3Y | +250.7% | +24.5% | +226.2% | +157.0% |
| 5Y | +104.7% | +18.9% | +85.8% | +72.7% |
| 10Y | +3,029.5% | +665.4% | +2,364.1% | +347.3% |
| All | +34,426.4% | +2,247.1% | +32,179.3% | +1,646.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling