+2,876.9%
TQQQ vs EFX
+42.6%
+2,834.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.0% |
| 7D | -1.9% | -4.5% | +2.6% | +2.6% |
| 30D | -4.9% | -6.1% | +1.2% | -0.2% |
| 3M | -6.4% | +6.2% | -12.6% | -18.1% |
| 6M | +44.4% | -11.2% | +55.6% | +48.0% |
| YTD | +35.2% | -21.4% | +56.6% | +52.6% |
| 1Y | +49.5% | -34.3% | +83.8% | +102.4% |
| 3Y | +250.7% | -12.5% | +263.2% | +220.5% |
| 5Y | +104.7% | -35.6% | +140.3% | +193.6% |
| All | +2,876.9% | +42.6% | +2,834.3% | +1,937.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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