+34,426.4%
TQQQ vs DGX
+472.0%
+33,954.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +0.9% |
| 7D | -1.9% | -0.9% | -1.0% | -1.0% |
| 30D | -4.9% | -1.2% | -3.7% | -3.8% |
| 3M | -6.4% | +15.8% | -22.2% | -21.4% |
| 6M | +44.4% | +18.2% | +26.2% | +16.5% |
| YTD | +35.2% | +37.2% | -2.0% | -9.0% |
| 1Y | +49.5% | +30.4% | +19.2% | +4.6% |
| 3Y | +250.7% | +96.7% | +154.0% | +41.7% |
| 5Y | +104.7% | +67.2% | +37.5% | +1.2% |
| 10Y | +3,029.5% | +253.9% | +2,775.6% | +531.2% |
| All | +34,426.4% | +472.0% | +33,954.4% | +4,098.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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