+34,703.6%
TQQQ vs EXEL
+831.8%
+33,871.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.3% |
| 7D | +2.8% | -0.3% | +3.1% | +2.9% |
| 30D | -3.0% | +10.1% | -13.2% | -6.7% |
| 3M | -2.7% | +10.1% | -12.8% | -6.8% |
| 6M | +45.4% | +37.7% | +7.8% | +27.8% |
| YTD | +36.3% | +33.1% | +3.2% | +20.9% |
| 1Y | +53.4% | +52.4% | +1.0% | +28.2% |
| 3Y | +265.6% | +163.8% | +101.8% | +136.6% |
| 5Y | +101.7% | +198.5% | -96.8% | +27.0% |
| 10Y | +3,054.7% | +386.9% | +2,667.8% | +1,507.8% |
| All | +34,703.6% | +831.8% | +33,871.8% | +9,460.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling