+33,565.4%
TQQQ vs HAL
+63.0%
+33,502.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -1.5% |
| 7D | -3.9% | -3.3% | -0.6% | -2.0% |
| 30D | -5.3% | +7.2% | -12.5% | -9.5% |
| 3M | +0.1% | -8.8% | +8.9% | +4.3% |
| 6M | +40.7% | +3.0% | +37.7% | +34.2% |
| YTD | +31.8% | +29.4% | +2.4% | +8.0% |
| 1Y | +48.2% | +62.8% | -14.6% | +3.8% |
| 3Y | +253.6% | -6.4% | +260.1% | +240.7% |
| 5Y | +99.6% | +103.6% | -4.0% | +6.1% |
| 10Y | +2,951.5% | +4.3% | +2,947.2% | +1,905.7% |
| All | +33,565.4% | +63.0% | +33,502.4% | +15,306.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling