+33,565.4%
TQQQ vs GIS
+85.2%
+33,480.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.0% | -0.2% | -1.5% |
| 7D | -3.9% | -8.4% | +4.5% | +1.2% |
| 30D | -5.3% | -5.2% | -0.1% | -2.8% |
| 3M | +0.1% | +8.2% | -8.0% | -7.5% |
| 6M | +40.7% | -12.0% | +52.7% | +47.5% |
| YTD | +31.8% | -18.9% | +50.7% | +43.5% |
| 1Y | +48.2% | -23.6% | +71.8% | +65.6% |
| 3Y | +253.6% | -37.6% | +291.2% | +320.1% |
| 5Y | +99.6% | -25.2% | +124.8% | +84.4% |
| 10Y | +2,951.5% | -19.3% | +2,970.9% | +2,452.2% |
| All | +33,565.4% | +85.2% | +33,480.2% | +7,342.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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