+2,876.9%
TQQQ vs ED
+108.5%
+2,768.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.7% |
| 7D | -1.9% | -0.8% | -1.1% | -1.6% |
| 30D | -4.9% | -0.4% | -4.4% | -4.8% |
| 3M | -6.4% | +0.5% | -6.9% | -7.5% |
| 6M | +44.4% | -3.1% | +47.5% | +44.1% |
| YTD | +35.2% | +9.8% | +25.3% | +25.2% |
| 1Y | +49.5% | +12.6% | +36.9% | +35.0% |
| 3Y | +250.7% | +31.4% | +219.3% | +161.2% |
| 5Y | +104.7% | +69.4% | +35.3% | +25.4% |
| All | +2,876.9% | +108.5% | +2,768.4% | +1,662.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling