+45.8%
TQQQ vs CAT
+91.6%
-45.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.2% |
| 7D | -3.9% | +0.6% | -4.5% | -4.4% |
| 30D | -5.3% | -4.5% | -0.7% | -1.5% |
| 3M | +0.1% | -5.8% | +5.9% | +6.6% |
| 6M | +40.7% | +12.7% | +27.9% | +30.1% |
| YTD | +31.8% | +41.4% | -9.6% | +4.5% |
| All | +45.8% | +91.6% | -45.8% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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