+242.0%
TQQQ vs EXEL
+160.7%
+81.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.7% | -2.9% |
| 7D | -3.9% | -2.9% | -1.0% | -3.3% |
| 30D | -5.3% | +11.9% | -17.2% | -7.9% |
| 3M | +0.1% | +9.2% | -9.1% | -2.3% |
| 6M | +40.7% | +39.1% | +1.6% | +29.0% |
| YTD | +31.8% | +31.0% | +0.8% | +22.3% |
| 1Y | +48.2% | +52.3% | -4.1% | +32.7% |
| All | +242.0% | +160.7% | +81.3% | +218.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling