+3,054.7%
TQQQ vs FN
+890.7%
+2,164.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.2% |
| 7D | +2.8% | +5.8% | -3.0% | -1.1% |
| 30D | -3.0% | -20.6% | +17.6% | +10.5% |
| 3M | -2.7% | -28.6% | +25.9% | +17.6% |
| 6M | +45.4% | -20.7% | +66.2% | +53.7% |
| YTD | +36.3% | -8.1% | +44.4% | +24.0% |
| 1Y | +53.4% | +13.3% | +40.1% | +17.4% |
| 3Y | +265.6% | +175.7% | +89.9% | +24.7% |
| 5Y | +101.7% | +297.4% | -195.7% | -50.7% |
| 10Y | +3,054.7% | +950.9% | +2,103.8% | +304.7% |
| All | +3,054.7% | +890.7% | +2,164.0% | +304.7% |
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