+99.6%
TQQQ vs FDX
+62.9%
+36.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -4.0% |
| 7D | -3.9% | -3.9% | -0.1% | -0.5% |
| 30D | -5.3% | -3.3% | -2.0% | -2.7% |
| 3M | +0.1% | -2.0% | +2.1% | +1.9% |
| 6M | +40.7% | +8.0% | +32.6% | +29.4% |
| YTD | +31.8% | +35.0% | -3.2% | -2.5% |
| 1Y | +48.2% | +73.7% | -25.4% | -14.1% |
| 3Y | +253.6% | +61.6% | +192.0% | +100.5% |
| 5Y | +99.6% | +65.4% | +34.2% | +3.0% |
| All | +99.6% | +62.9% | +36.7% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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