+48.2%
TQQQ vs D
+15.9%
+32.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | -3.9% | -1.6% | -2.3% | -4.6% |
| 30D | -5.3% | -3.5% | -1.8% | -6.7% |
| 3M | +0.1% | -1.6% | +1.7% | -0.5% |
| 6M | +40.7% | +5.8% | +34.9% | +42.7% |
| YTD | +31.8% | +14.5% | +17.3% | +41.8% |
| 1Y | +48.2% | +14.2% | +34.1% | +62.2% |
| All | +48.2% | +15.9% | +32.3% | +62.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling