+184.3%
TQQQ vs EXE
+192.2%
-7.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +4.4% | -1.8% | +6.1% | +5.2% |
| 30D | -3.1% | +6.4% | -9.5% | -6.0% |
| 3M | -5.2% | +9.2% | -14.4% | -9.5% |
| 6M | +52.4% | -7.0% | +59.4% | +55.2% |
| YTD | +37.4% | -9.5% | +46.9% | +40.2% |
| 1Y | +56.0% | +6.2% | +49.7% | +45.7% |
| 3Y | +268.7% | +20.7% | +248.0% | +225.2% |
| 5Y | +101.2% | +103.6% | -2.4% | +56.9% |
| All | +184.3% | +192.2% | -7.9% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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