+1,742.7%
TQQQ vs FND
+54.9%
+1,687.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.2% |
| 7D | -3.9% | -5.1% | +1.2% | -0.4% |
| 30D | -5.3% | -22.5% | +17.3% | +12.8% |
| 3M | +0.1% | -5.0% | +5.1% | +0.9% |
| 6M | +40.7% | -21.5% | +62.2% | +60.1% |
| YTD | +31.8% | -23.0% | +54.8% | +49.0% |
| 1Y | +48.2% | -44.9% | +93.1% | +110.7% |
| 3Y | +253.6% | -50.0% | +303.6% | +391.7% |
| 5Y | +99.6% | -63.3% | +162.9% | +259.6% |
| All | +1,742.7% | +54.9% | +1,687.7% | +1,474.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling