+99.6%
TQQQ vs ED
+66.8%
+32.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.3% |
| 7D | -3.9% | -1.9% | -2.1% | -4.1% |
| 30D | -5.3% | +0.1% | -5.4% | -5.3% |
| 3M | +0.1% | 0.0% | +0.1% | 0.0% |
| 6M | +40.7% | -2.5% | +43.2% | +40.7% |
| YTD | +31.8% | +10.1% | +21.7% | +30.2% |
| 1Y | +48.2% | +13.6% | +34.6% | +45.2% |
| 3Y | +253.6% | +32.4% | +221.2% | +195.0% |
| 5Y | +99.6% | +69.9% | +29.7% | +73.8% |
| All | +99.6% | +66.8% | +32.8% | +73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling