+253.5%
TQQQ vs EXR
+21.4%
+232.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | +0.4% |
| 7D | +2.8% | -3.1% | +5.9% | +4.3% |
| 30D | -3.0% | -7.5% | +4.5% | +0.6% |
| 3M | -2.7% | -7.5% | +4.8% | -0.1% |
| 6M | +45.4% | -5.2% | +50.6% | +47.0% |
| YTD | +36.3% | +6.5% | +29.7% | +28.5% |
| 1Y | +53.4% | -2.0% | +55.4% | +50.9% |
| All | +253.5% | +21.4% | +232.1% | +220.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling