+57.9%
TQQQ vs FIG
-74.0%
+131.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.3% |
| 7D | -3.9% | -12.2% | +8.3% | -3.0% |
| 30D | -5.3% | -11.0% | +5.7% | -4.6% |
| 3M | +0.1% | +11.9% | -11.7% | -1.7% |
| 6M | +40.7% | -21.9% | +62.6% | +43.7% |
| YTD | +31.8% | -40.8% | +72.6% | +38.8% |
| 1Y | +48.2% | -56.6% | +104.9% | +62.9% |
| All | +57.9% | -74.0% | +131.9% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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