+45.6%
TQQQ vs FN
+206.7%
-161.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +11.9% | -1.7% | +2.8% |
| 7D | -3.2% | +16.3% | -19.4% | -12.5% |
| 30D | -29.2% | -24.7% | -4.4% | -16.2% |
| 3M | -22.5% | -34.9% | +12.4% | -2.7% |
| 6M | -24.2% | -41.1% | +16.9% | -1.3% |
| YTD | +9.9% | -19.6% | +29.5% | +7.1% |
| 1Y | +9.7% | -18.5% | +28.2% | +4.8% |
| 3Y | +211.3% | +119.1% | +92.1% | +20.9% |
| 5Y | +45.6% | +206.9% | -161.4% | -65.3% |
| All | +45.6% | +206.7% | -161.1% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling