+105.2%
TQQQ vs HBM
+327.6%
-222.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.8% |
| 7D | -1.9% | -3.3% | +1.4% | -0.4% |
| 30D | -4.9% | -4.8% | 0.0% | -3.0% |
| 3M | -6.4% | -0.4% | -6.0% | -7.3% |
| 6M | +44.4% | +17.9% | +26.5% | +29.9% |
| YTD | +35.2% | +33.7% | +1.5% | +9.9% |
| 1Y | +49.5% | +95.6% | -46.1% | -2.9% |
| 3Y | +250.7% | +458.1% | -207.4% | +18.9% |
| All | +105.2% | +327.6% | -222.5% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling