+253.5%
TQQQ vs DRI
+54.2%
+199.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.1% |
| 7D | +2.8% | -4.8% | +7.6% | +5.2% |
| 30D | -3.0% | -3.9% | +0.9% | -1.5% |
| 3M | -2.7% | +5.1% | -7.8% | -6.5% |
| 6M | +45.4% | +5.5% | +39.9% | +38.7% |
| YTD | +36.3% | +16.5% | +19.8% | +20.3% |
| 1Y | +53.4% | +2.0% | +51.4% | +47.6% |
| All | +253.5% | +54.2% | +199.4% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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