+12.9%
TQQQ vs EFV
+25.8%
-12.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.4% | -3.8% |
| 7D | -14.0% | +2.9% | -16.9% | -19.1% |
| 30D | -25.1% | +3.6% | -28.7% | -30.6% |
| 3M | -16.7% | -0.1% | -16.5% | -16.3% |
| 6M | -3.7% | +9.6% | -13.3% | -19.3% |
| YTD | +18.8% | +17.0% | +1.8% | -14.8% |
| 1Y | +12.9% | +25.7% | -12.7% | -31.6% |
| All | +12.9% | +25.8% | -12.9% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling