+35,000.4%
TQQQ vs EXC
+168.9%
+34,831.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.9% |
| 7D | +4.4% | +1.2% | +3.1% | +3.2% |
| 30D | -3.1% | -2.7% | -0.4% | -0.8% |
| 3M | -5.2% | -1.0% | -4.2% | -6.2% |
| 6M | +52.4% | -9.3% | +61.7% | +60.9% |
| YTD | +37.4% | +3.6% | +33.8% | +25.9% |
| 1Y | +56.0% | +5.9% | +50.1% | +38.6% |
| 3Y | +268.7% | +21.3% | +247.4% | +158.2% |
| 5Y | +101.2% | +46.2% | +55.1% | +17.8% |
| 10Y | +2,840.4% | +151.5% | +2,688.9% | +1,012.2% |
| All | +35,000.4% | +168.9% | +34,831.5% | +12,260.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling