+250.7%
TQQQ vs HCA
+59.6%
+191.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.3% |
| 7D | -1.9% | +5.4% | -7.3% | -2.9% |
| 30D | -4.9% | +3.0% | -7.8% | -5.4% |
| 3M | -6.4% | +13.0% | -19.4% | -9.4% |
| 6M | +44.4% | -20.3% | +64.7% | +55.7% |
| YTD | +35.2% | -8.2% | +43.4% | +38.6% |
| 1Y | +49.5% | +6.7% | +42.8% | +44.2% |
| 3Y | +250.7% | +60.4% | +190.3% | +170.1% |
| All | +250.7% | +59.6% | +191.1% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 3y: compounded portfolio wealth divided by compounded HCA 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…
3y analysis · Full analysis span regression · 6 months rolling