+211.3%
TQQQ vs FN
+112.9%
+98.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +11.9% | -1.7% | +3.6% |
| 7D | -3.2% | +16.3% | -19.4% | -11.3% |
| 30D | -29.2% | -24.7% | -4.4% | -17.8% |
| 3M | -22.5% | -34.9% | +12.4% | -5.1% |
| 6M | -24.2% | -41.1% | +16.9% | -3.8% |
| YTD | +9.9% | -19.6% | +29.5% | +8.8% |
| 1Y | +9.7% | -18.5% | +28.2% | +6.8% |
| 3Y | +211.3% | +119.1% | +92.1% | +42.5% |
| All | +211.3% | +112.9% | +98.4% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling