+101.7%
TQQQ vs FE
+46.0%
+55.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | -3.0% | -1.2% | -1.9% | -2.5% |
| 3M | -2.7% | +1.7% | -4.4% | -4.4% |
| 6M | +45.4% | -7.5% | +52.9% | +50.5% |
| YTD | +36.3% | +6.3% | +29.9% | +28.5% |
| 1Y | +53.4% | +10.9% | +42.5% | +39.8% |
| 3Y | +265.6% | +46.9% | +218.6% | +143.5% |
| 5Y | +101.7% | +47.6% | +54.1% | +38.8% |
| All | +101.7% | +46.0% | +55.7% | +38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling