+2,545.7%
TQQQ vs FN
+763.2%
+1,782.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +1.8% |
| 7D | +18.6% | +20.8% | -2.1% | +3.9% |
| 30D | -24.0% | -17.3% | -6.7% | -14.5% |
| 3M | -19.6% | -38.1% | +18.6% | +6.5% |
| 6M | -19.8% | -44.2% | +24.5% | +10.0% |
| YTD | +14.3% | -22.3% | +36.5% | +13.7% |
| 1Y | +8.2% | -20.9% | +29.1% | +5.0% |
| 3Y | +203.4% | +111.1% | +92.4% | +21.6% |
| 5Y | +52.2% | +191.8% | -139.6% | -54.7% |
| All | +2,545.7% | +763.2% | +1,782.5% | +297.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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