+242.0%
TQQQ vs HAL
-7.2%
+249.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -1.9% |
| 7D | -3.9% | -3.3% | -0.6% | -2.3% |
| 30D | -5.3% | +7.2% | -12.5% | -8.8% |
| 3M | +0.1% | -8.8% | +8.9% | +4.1% |
| 6M | +40.7% | +3.0% | +37.7% | +34.7% |
| YTD | +31.8% | +29.4% | +2.4% | +8.6% |
| 1Y | +48.2% | +62.8% | -14.6% | +3.4% |
| All | +242.0% | -7.2% | +249.2% | +170.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling