+99.6%
TQQQ vs DRI
+63.5%
+36.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.4% |
| 7D | -3.9% | -4.8% | +0.9% | +0.8% |
| 30D | -5.3% | -5.2% | -0.1% | -1.0% |
| 3M | +0.1% | +2.7% | -2.6% | -5.2% |
| 6M | +40.7% | +3.6% | +37.0% | +29.9% |
| YTD | +31.8% | +15.4% | +16.4% | +5.3% |
| 1Y | +48.2% | +1.3% | +47.0% | +35.2% |
| 3Y | +253.6% | +53.1% | +200.5% | +76.4% |
| 5Y | +99.6% | +64.6% | +35.0% | -10.5% |
| All | +99.6% | +63.5% | +36.1% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling