+34,426.4%
TQQQ vs EFX
+548.8%
+33,877.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +1.9% |
| 7D | -1.9% | -4.5% | +2.6% | +3.3% |
| 30D | -4.9% | -6.1% | +1.2% | +0.5% |
| 3M | -6.4% | +6.2% | -12.6% | -20.0% |
| 6M | +44.4% | -11.2% | +55.6% | +47.2% |
| YTD | +35.2% | -21.4% | +56.6% | +53.2% |
| 1Y | +49.5% | -34.3% | +83.8% | +107.3% |
| 3Y | +250.7% | -12.5% | +263.2% | +206.9% |
| 5Y | +104.7% | -35.6% | +140.3% | +201.6% |
| 10Y | +3,029.5% | +41.8% | +2,987.8% | +1,387.0% |
| All | +34,426.4% | +548.8% | +33,877.6% | +1,138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling