+34,703.6%
TQQQ vs HBM
+153.6%
+34,550.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | +2.8% | +5.5% | -2.7% | +0.2% |
| 30D | -3.0% | +3.3% | -6.3% | -5.0% |
| 3M | -2.7% | +12.7% | -15.4% | -8.3% |
| 6M | +45.4% | +28.2% | +17.2% | +29.0% |
| YTD | +36.3% | +45.3% | -9.1% | +11.7% |
| 1Y | +53.4% | +121.7% | -68.3% | +3.1% |
| 3Y | +265.6% | +523.5% | -257.9% | +49.7% |
| 5Y | +101.7% | +393.9% | -292.2% | -12.4% |
| 10Y | +3,054.7% | +647.9% | +2,406.8% | +806.1% |
| All | +34,703.6% | +153.6% | +34,550.1% | +13,416.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling