+99.6%
TQQQ vs EW
-29.2%
+128.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.9% |
| 7D | -3.9% | -3.4% | -0.6% | -1.2% |
| 30D | -5.3% | -7.4% | +2.1% | +0.8% |
| 3M | +0.1% | +0.9% | -0.8% | -2.1% |
| 6M | +40.7% | +1.2% | +39.5% | +37.1% |
| YTD | +31.8% | +1.8% | +30.0% | +27.3% |
| 1Y | +48.2% | +10.8% | +37.4% | +32.0% |
| 3Y | +253.6% | +17.1% | +236.5% | +155.3% |
| 5Y | +99.6% | -28.2% | +127.8% | +189.5% |
| All | +99.6% | -29.2% | +128.8% | +189.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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