+250.7%
TQQQ vs DOW
-36.3%
+287.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.6% | +3.4% |
| 7D | -1.9% | -1.4% | -0.5% | -1.4% |
| 30D | -4.9% | -3.9% | -0.9% | -3.7% |
| 3M | -6.4% | -12.7% | +6.3% | -1.9% |
| 6M | +44.4% | -13.7% | +58.1% | +44.5% |
| YTD | +35.2% | +28.4% | +6.8% | +1.4% |
| 1Y | +49.5% | +21.8% | +27.8% | +15.1% |
| 3Y | +250.7% | -35.7% | +286.4% | +317.4% |
| All | +250.7% | -36.3% | +287.0% | +317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling