+105.2%
TQQQ vs EIX
+20.9%
+84.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +3.2% |
| 7D | -1.9% | -1.4% | -0.6% | -1.4% |
| 30D | -4.9% | -19.3% | +14.5% | +2.6% |
| 3M | -6.4% | -21.7% | +15.3% | +1.4% |
| 6M | +44.4% | -19.8% | +64.2% | +52.6% |
| YTD | +35.2% | -3.0% | +38.2% | +23.0% |
| 1Y | +49.5% | +5.1% | +44.4% | +26.4% |
| 3Y | +250.7% | -7.0% | +257.7% | +194.0% |
| All | +105.2% | +20.9% | +84.2% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling