+49.5%
TQQQ vs EXEL
+48.5%
+1.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.8% | +3.2% |
| 7D | -1.9% | -4.9% | +3.0% | -0.6% |
| 30D | -4.9% | +11.4% | -16.2% | -7.9% |
| 3M | -6.4% | +4.9% | -11.3% | -8.1% |
| 6M | +44.4% | +34.4% | +10.0% | +30.4% |
| YTD | +35.2% | +28.0% | +7.1% | +22.9% |
| 1Y | +49.5% | +43.6% | +5.9% | +33.9% |
| All | +49.5% | +48.5% | +1.0% | +33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling