+242.0%
TQQQ vs EIX
-5.9%
+247.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.0% |
| 7D | -3.9% | +0.8% | -4.7% | -4.1% |
| 30D | -5.3% | -18.8% | +13.5% | -2.0% |
| 3M | +0.1% | -19.7% | +19.8% | +3.1% |
| 6M | +40.7% | -18.2% | +58.9% | +43.3% |
| YTD | +31.8% | -1.7% | +33.5% | +24.1% |
| 1Y | +48.2% | +7.8% | +40.5% | +33.1% |
| All | +242.0% | -5.9% | +247.9% | +187.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling