+2,876.9%
TQQQ vs EXR
+151.8%
+2,725.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.8% |
| 7D | -1.9% | -1.2% | -0.8% | -1.0% |
| 30D | -4.9% | -6.2% | +1.4% | +0.3% |
| 3M | -6.4% | -7.4% | +1.0% | -1.9% |
| 6M | +44.4% | -0.5% | +44.9% | +42.3% |
| YTD | +35.2% | +8.1% | +27.1% | +22.6% |
| 1Y | +49.5% | -2.9% | +52.4% | +47.3% |
| 3Y | +250.7% | +22.9% | +227.8% | +162.0% |
| 5Y | +104.7% | -10.2% | +114.9% | +119.7% |
| All | +2,876.9% | +151.8% | +2,725.1% | +1,620.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling