+2,876.9%
TQQQ vs EME
+1,362.1%
+1,514.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.8% | -1.7% |
| 7D | -1.9% | +3.5% | -5.4% | -5.4% |
| 30D | -4.9% | -6.3% | +1.5% | +0.9% |
| 3M | -6.4% | -3.8% | -2.6% | -4.1% |
| 6M | +44.4% | +8.5% | +35.9% | +31.4% |
| YTD | +35.2% | +27.8% | +7.4% | +3.1% |
| 1Y | +49.5% | +22.2% | +27.3% | +16.0% |
| 3Y | +250.7% | +253.5% | -2.8% | -11.7% |
| 5Y | +104.7% | +578.6% | -473.9% | -72.8% |
| All | +2,876.9% | +1,362.1% | +1,514.8% | +117.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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