+105.2%
TQQQ vs EWT
+149.5%
-44.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.7% | -1.2% |
| 7D | -1.9% | -1.1% | -0.8% | +0.4% |
| 30D | -4.9% | +4.5% | -9.3% | -13.3% |
| 3M | -6.4% | +8.3% | -14.7% | -20.7% |
| 6M | +44.4% | +54.2% | -9.8% | -44.1% |
| YTD | +35.2% | +74.6% | -39.4% | -61.1% |
| 1Y | +49.5% | +84.9% | -35.4% | -62.0% |
| 3Y | +250.7% | +197.5% | +53.2% | -72.5% |
| All | +105.2% | +149.5% | -44.3% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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