+35,000.4%
TQQQ vs EXR
+2,136.9%
+32,863.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +4.4% | -0.7% | +5.0% | +5.0% |
| 30D | -3.1% | -6.9% | +3.8% | +3.8% |
| 3M | -5.2% | -3.0% | -2.2% | -4.5% |
| 6M | +52.4% | -2.9% | +55.3% | +53.4% |
| YTD | +37.4% | +9.3% | +28.1% | +21.6% |
| 1Y | +56.0% | -0.9% | +56.9% | +50.1% |
| 3Y | +268.7% | +24.7% | +244.0% | +159.6% |
| 5Y | +101.2% | -11.7% | +112.9% | +115.8% |
| 10Y | +2,840.4% | +148.4% | +2,692.0% | +907.7% |
| All | +35,000.4% | +2,136.9% | +32,863.5% | +806.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling