+99.6%
TQQQ vs FLEX
+684.1%
-584.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.9% | +0.4% |
| 7D | -3.9% | +0.1% | -4.0% | -4.2% |
| 30D | -5.3% | -11.8% | +6.5% | +4.9% |
| 3M | +0.1% | -22.6% | +22.7% | +22.6% |
| 6M | +40.7% | +77.3% | -36.7% | -33.7% |
| YTD | +31.8% | +78.8% | -47.0% | -40.0% |
| 1Y | +48.2% | +86.1% | -37.8% | -37.0% |
| 3Y | +253.6% | +446.2% | -192.6% | -62.8% |
| 5Y | +99.6% | +689.7% | -590.1% | -87.7% |
| All | +99.6% | +684.1% | -584.5% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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