+2,876.9%
TQQQ vs HBM
+619.2%
+2,257.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.8% |
| 7D | -1.9% | -3.3% | +1.4% | -0.5% |
| 30D | -4.9% | -4.8% | 0.0% | -3.2% |
| 3M | -6.4% | -0.4% | -6.0% | -7.0% |
| 6M | +44.4% | +17.9% | +26.5% | +31.9% |
| YTD | +35.2% | +33.7% | +1.5% | +13.2% |
| 1Y | +49.5% | +95.6% | -46.1% | +3.1% |
| 3Y | +250.7% | +458.1% | -207.4% | +39.9% |
| 5Y | +104.7% | +329.0% | -224.3% | -11.8% |
| All | +2,876.9% | +619.2% | +2,257.7% | +725.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling