+401.4%
TQQQ vs DFNS
-99.9%
+501.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +2.6% |
| 7D | -1.9% | -6.3% | +4.4% | -1.9% |
| 30D | -4.9% | -74.0% | +69.1% | -4.9% |
| 3M | -6.4% | -70.1% | +63.7% | -6.2% |
| 6M | +44.4% | -93.9% | +138.3% | +44.3% |
| YTD | +35.2% | -98.1% | +133.3% | +34.8% |
| 1Y | +49.5% | -98.3% | +147.8% | +49.2% |
| 3Y | +250.7% | -99.9% | +350.6% | +237.3% |
| 5Y | +104.7% | -99.9% | +204.6% | +118.4% |
| All | +401.4% | -99.9% | +501.3% | +483.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 DFNS 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