+2,876.9%
TQQQ vs FHN
+128.3%
+2,748.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.9% |
| 7D | -1.9% | -1.2% | -0.7% | -1.2% |
| 30D | -4.9% | -4.8% | -0.1% | -2.0% |
| 3M | -6.4% | -0.7% | -5.7% | -6.4% |
| 6M | +44.4% | +10.6% | +33.8% | +35.5% |
| YTD | +35.2% | +4.6% | +30.6% | +30.9% |
| 1Y | +49.5% | +11.4% | +38.1% | +38.6% |
| 3Y | +250.7% | +132.3% | +118.5% | +118.0% |
| 5Y | +104.7% | +90.2% | +14.5% | +26.0% |
| All | +2,876.9% | +128.3% | +2,748.6% | +1,535.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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