+2,802.7%
TQQQ vs D
+38.3%
+2,764.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.2% |
| 7D | -3.9% | -1.6% | -2.3% | -2.8% |
| 30D | -5.3% | -3.5% | -1.8% | -2.9% |
| 3M | +0.1% | -1.6% | +1.7% | +0.7% |
| 6M | +40.7% | +5.8% | +34.9% | +32.4% |
| YTD | +31.8% | +14.5% | +17.3% | +16.3% |
| 1Y | +48.2% | +14.2% | +34.1% | +29.5% |
| 3Y | +253.6% | +59.0% | +194.6% | +115.9% |
| 5Y | +99.6% | +5.4% | +94.2% | +80.9% |
| All | +2,802.7% | +38.3% | +2,764.4% | +2,305.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling