+2,876.9%
TQQQ vs EFV
+169.9%
+2,707.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | -0.1% |
| 7D | -1.9% | -0.8% | -1.1% | +0.1% |
| 30D | -4.9% | +0.6% | -5.5% | -6.3% |
| 3M | -6.4% | +7.5% | -13.9% | -21.3% |
| 6M | +44.4% | +13.0% | +31.4% | +9.3% |
| YTD | +35.2% | +18.3% | +16.9% | -9.2% |
| 1Y | +49.5% | +26.7% | +22.8% | -15.0% |
| 3Y | +250.7% | +89.6% | +161.1% | -22.5% |
| 5Y | +104.7% | +98.2% | +6.5% | -52.5% |
| All | +2,876.9% | +169.9% | +2,707.0% | +470.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling