+105.2%
TQQQ vs HAL
+99.2%
+6.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.9% |
| 7D | -1.9% | -3.3% | +1.4% | -0.4% |
| 30D | -4.9% | +8.2% | -13.0% | -8.5% |
| 3M | -6.4% | -9.4% | +3.0% | -2.9% |
| 6M | +44.4% | +0.6% | +43.8% | +40.8% |
| YTD | +35.2% | +28.6% | +6.6% | +15.3% |
| 1Y | +49.5% | +63.9% | -14.4% | +11.1% |
| 3Y | +250.7% | -7.1% | +257.8% | +227.3% |
| All | +105.2% | +99.2% | +6.0% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling