+49.5%
TQQQ vs HAL
+62.9%
-13.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.6% |
| 7D | -1.9% | -3.3% | +1.4% | -1.6% |
| 30D | -4.9% | +8.2% | -13.0% | -5.6% |
| 3M | -6.4% | -9.4% | +3.0% | -5.3% |
| 6M | +44.4% | +0.6% | +43.8% | +42.3% |
| YTD | +35.2% | +28.6% | +6.6% | +25.9% |
| 1Y | +49.5% | +63.9% | -14.4% | +35.7% |
| All | +49.5% | +62.9% | -13.4% | +35.7% |
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