+12.9%
TQQQ vs HD
-3.1%
+16.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.5% | -3.7% | +1.0% |
| 7D | -14.0% | +11.9% | -25.9% | -16.9% |
| 30D | -25.1% | +26.4% | -51.5% | -31.6% |
| 3M | -16.7% | +2.8% | -19.5% | -16.2% |
| 6M | -3.7% | +15.5% | -19.2% | -9.1% |
| YTD | +18.8% | +5.5% | +13.2% | +17.0% |
| 1Y | +12.9% | -4.6% | +17.5% | +14.9% |
| All | +12.9% | -3.1% | +16.0% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling