+59.2%
TQQQ vs EXPE
+40.7%
+18.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | +0.7% | -9.5% | +10.3% | +2.5% |
| 30D | -0.6% | -6.6% | +6.0% | +0.3% |
| 3M | -14.9% | +31.4% | -46.3% | -21.2% |
| 6M | +44.6% | +35.2% | +9.4% | +31.1% |
| YTD | +37.8% | +5.8% | +32.0% | +33.4% |
| 1Y | +59.2% | +38.7% | +20.5% | +46.7% |
| All | +59.2% | +40.7% | +18.5% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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