+105.2%
TQQQ vs DOW
-37.7%
+142.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.6% | +3.9% |
| 7D | -1.9% | -1.4% | -0.5% | -1.1% |
| 30D | -4.9% | -3.9% | -0.9% | -3.0% |
| 3M | -6.4% | -12.7% | +6.3% | -0.1% |
| 6M | +44.4% | -13.7% | +58.1% | +45.0% |
| YTD | +35.2% | +28.4% | +6.8% | -7.2% |
| 1Y | +49.5% | +21.8% | +27.8% | +5.3% |
| 3Y | +250.7% | -35.7% | +286.4% | +364.1% |
| All | +105.2% | -37.7% | +142.9% | +196.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling