+2,802.7%
TQQQ vs FE
+114.8%
+2,687.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -3.9% | -1.7% | -2.2% | -2.6% |
| 30D | -5.3% | -1.3% | -4.0% | -4.5% |
| 3M | +0.1% | +0.6% | -0.5% | -1.3% |
| 6M | +40.7% | -6.8% | +47.5% | +46.0% |
| YTD | +31.8% | +6.4% | +25.4% | +21.8% |
| 1Y | +48.2% | +11.3% | +37.0% | +31.0% |
| 3Y | +253.6% | +47.1% | +206.6% | +128.5% |
| 5Y | +99.6% | +50.4% | +49.2% | +29.1% |
| All | +2,802.7% | +114.8% | +2,687.9% | +1,831.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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