+242.0%
TQQQ vs GEN
+58.8%
+183.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.7% |
| 7D | -3.9% | -4.3% | +0.4% | -1.1% |
| 30D | -5.3% | +3.8% | -9.0% | -7.9% |
| 3M | +0.1% | +22.3% | -22.1% | -14.5% |
| 6M | +40.7% | +39.0% | +1.7% | +7.1% |
| YTD | +31.8% | +11.9% | +19.9% | +19.8% |
| 1Y | +48.2% | +4.5% | +43.7% | +42.4% |
| All | +242.0% | +58.8% | +183.2% | +137.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling