+105.2%
TQQQ vs DHR
-30.1%
+135.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | -1.9% | -3.6% | +1.7% | +1.9% |
| 30D | -4.9% | -2.7% | -2.1% | -2.5% |
| 3M | -6.4% | +10.9% | -17.3% | -21.2% |
| 6M | +44.4% | +3.0% | +41.4% | +30.5% |
| YTD | +35.2% | -12.2% | +47.4% | +47.3% |
| 1Y | +49.5% | +3.3% | +46.2% | +28.7% |
| 3Y | +250.7% | -8.2% | +258.9% | +222.0% |
| All | +105.2% | -30.1% | +135.3% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 5y: compounded portfolio wealth divided by compounded DHR 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…
5y analysis · Full analysis span regression · 6 months rolling