+99.6%
TQQQ vs EMB
+6.1%
+93.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -0.2% |
| 7D | -3.9% | -1.1% | -2.8% | +0.2% |
| 30D | -5.3% | -1.1% | -4.2% | -1.2% |
| 3M | +0.1% | -0.8% | +0.9% | +4.5% |
| 6M | +40.7% | -0.1% | +40.7% | +46.1% |
| YTD | +31.8% | +0.4% | +31.4% | +34.7% |
| 1Y | +48.2% | +3.3% | +44.9% | +38.0% |
| 3Y | +253.6% | +29.0% | +224.6% | +64.5% |
| 5Y | +99.6% | +6.3% | +93.3% | +123.9% |
| All | +99.6% | +6.1% | +93.5% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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