+105.2%
TQQQ vs GM
+78.3%
+26.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +3.1% |
| 7D | -1.9% | -2.4% | +0.5% | 0.0% |
| 30D | -4.9% | -1.1% | -3.7% | -4.2% |
| 3M | -6.4% | +6.1% | -12.5% | -12.1% |
| 6M | +44.4% | +15.0% | +29.4% | +26.2% |
| YTD | +35.2% | +6.0% | +29.2% | +25.8% |
| 1Y | +49.5% | +47.1% | +2.4% | +0.2% |
| 3Y | +250.7% | +170.5% | +80.2% | +10.9% |
| All | +105.2% | +78.3% | +26.9% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 5y: compounded portfolio wealth divided by compounded GM 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…
5y analysis · Full analysis span regression · 6 months rolling