+99.6%
TQQQ vs EXPE
+90.4%
+9.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.8% | -4.3% |
| 7D | -3.9% | -8.7% | +4.7% | +1.7% |
| 30D | -5.3% | -13.6% | +8.4% | +3.1% |
| 3M | +0.1% | +26.6% | -26.5% | -18.6% |
| 6M | +40.7% | +19.9% | +20.7% | +16.9% |
| YTD | +31.8% | -1.7% | +33.5% | +22.3% |
| 1Y | +48.2% | +29.4% | +18.8% | +7.3% |
| 3Y | +253.6% | +155.7% | +98.0% | +36.3% |
| 5Y | +99.6% | +93.1% | +6.5% | +1.5% |
| All | +99.6% | +90.4% | +9.2% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling