+250.7%
TQQQ vs EMR
+62.0%
+188.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | -0.6% |
| 7D | -1.9% | -0.4% | -1.5% | -1.4% |
| 30D | -4.9% | -6.8% | +1.9% | +3.6% |
| 3M | -6.4% | +7.5% | -13.9% | -14.6% |
| 6M | +44.4% | +9.9% | +34.5% | +28.2% |
| YTD | +35.2% | +16.0% | +19.2% | +8.2% |
| 1Y | +49.5% | +12.4% | +37.1% | +24.5% |
| 3Y | +250.7% | +60.2% | +190.5% | +111.3% |
| All | +250.7% | +62.0% | +188.7% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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