+105.2%
TQQQ vs FND
-63.3%
+168.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +1.8% |
| 7D | -1.9% | -5.8% | +3.8% | +2.5% |
| 30D | -4.9% | -20.2% | +15.4% | +12.3% |
| 3M | -6.4% | -12.0% | +5.6% | -0.2% |
| 6M | +44.4% | -18.5% | +62.9% | +61.0% |
| YTD | +35.2% | -22.3% | +57.4% | +52.4% |
| 1Y | +49.5% | -47.6% | +97.1% | +131.4% |
| 3Y | +250.7% | -49.8% | +300.5% | +377.1% |
| All | +105.2% | -63.3% | +168.5% | +263.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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