+2,876.9%
TQQQ vs EXC
+158.0%
+2,718.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | -1.9% | -1.1% | -0.8% | -0.9% |
| 30D | -4.9% | -3.6% | -1.2% | -1.8% |
| 3M | -6.4% | -4.3% | -2.1% | -4.4% |
| 6M | +44.4% | -9.9% | +54.3% | +53.5% |
| YTD | +35.2% | +1.8% | +33.4% | +25.6% |
| 1Y | +49.5% | +2.9% | +46.6% | +36.0% |
| 3Y | +250.7% | +19.1% | +231.6% | +144.7% |
| 5Y | +104.7% | +44.8% | +59.9% | +14.6% |
| All | +2,876.9% | +158.0% | +2,718.9% | +1,059.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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