+268.7%
TQQQ vs FGI
-6.2%
+274.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | +4.4% | +5.2% | -0.8% | +4.2% |
| 30D | -3.1% | +65.2% | -68.3% | -4.9% |
| 3M | -5.2% | +30.2% | -35.3% | -6.8% |
| 6M | +52.4% | +87.8% | -35.4% | +47.7% |
| YTD | +37.4% | +32.5% | +5.0% | +33.8% |
| 1Y | +56.0% | +93.6% | -37.6% | +53.0% |
| 3Y | +268.7% | -2.6% | +271.3% | +281.6% |
| All | +268.7% | -6.2% | +274.9% | +281.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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