+2,876.9%
TQQQ vs FTV
+80.7%
+2,796.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.1% |
| 7D | -1.9% | -4.0% | +2.0% | +3.8% |
| 30D | -4.9% | -11.0% | +6.2% | +12.0% |
| 3M | -6.4% | -8.4% | +2.0% | +3.8% |
| 6M | +44.4% | -2.6% | +47.0% | +45.2% |
| YTD | +35.2% | -0.6% | +35.8% | +25.3% |
| 1Y | +49.5% | +11.0% | +38.6% | +15.6% |
| 3Y | +250.7% | -6.3% | +257.1% | +267.4% |
| 5Y | +104.7% | -1.5% | +106.2% | +127.0% |
| All | +2,876.9% | +80.7% | +2,796.2% | +2,205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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