+12.9%
TQQQ vs HAL
+25.6%
-12.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +2.9% |
| 7D | -14.0% | -7.7% | -6.3% | -13.7% |
| 30D | -25.1% | +0.7% | -25.8% | -25.0% |
| 3M | -16.7% | +2.5% | -19.1% | -16.6% |
| 6M | -3.7% | -20.7% | +17.0% | -2.1% |
| YTD | +18.8% | +18.4% | +0.4% | +11.2% |
| 1Y | +12.9% | +25.6% | -12.7% | +3.4% |
| All | +12.9% | +25.6% | -12.7% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling