+2,876.9%
TQQQ vs EXEL
+375.2%
+2,501.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.8% | +3.7% |
| 7D | -1.9% | -4.9% | +3.0% | +0.4% |
| 30D | -4.9% | +11.4% | -16.2% | -10.0% |
| 3M | -6.4% | +4.9% | -11.3% | -9.5% |
| 6M | +44.4% | +34.4% | +10.0% | +23.2% |
| YTD | +35.2% | +28.0% | +7.1% | +17.6% |
| 1Y | +49.5% | +43.6% | +5.9% | +21.4% |
| 3Y | +250.7% | +155.2% | +95.5% | +96.5% |
| 5Y | +104.7% | +181.2% | -76.5% | +10.5% |
| All | +2,876.9% | +375.2% | +2,501.7% | +1,416.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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