+33,565.4%
TQQQ vs DVA
+501.5%
+33,063.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.7% |
| 7D | -3.9% | -0.2% | -3.7% | -3.8% |
| 30D | -5.3% | +1.7% | -6.9% | -6.5% |
| 3M | +0.1% | -8.7% | +8.8% | +3.2% |
| 6M | +40.7% | +19.7% | +21.0% | +17.2% |
| YTD | +31.8% | +59.6% | -27.8% | -15.2% |
| 1Y | +48.2% | +37.1% | +11.1% | +5.7% |
| 3Y | +253.6% | +89.8% | +163.8% | +73.6% |
| 5Y | +99.6% | +47.4% | +52.2% | +10.7% |
| 10Y | +2,951.5% | +184.9% | +2,766.6% | +698.4% |
| All | +33,565.4% | +501.5% | +33,063.9% | +3,603.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 all: compounded portfolio wealth divided by compounded DVA 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…
all analysis · Full analysis span regression · 6 months rolling