+2,876.9%
TQQQ vs GEN
+159.8%
+2,717.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +1.8% |
| 7D | -1.9% | -1.3% | -0.6% | -1.0% |
| 30D | -4.9% | +6.1% | -11.0% | -9.4% |
| 3M | -6.4% | +27.0% | -33.4% | -23.6% |
| 6M | +44.4% | +43.9% | +0.5% | +4.8% |
| YTD | +35.2% | +13.0% | +22.2% | +18.2% |
| 1Y | +49.5% | +4.0% | +45.5% | +39.1% |
| 3Y | +250.7% | +66.2% | +184.5% | +126.4% |
| 5Y | +104.7% | +23.2% | +81.5% | +68.8% |
| All | +2,876.9% | +159.8% | +2,717.1% | +1,199.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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