+105.2%
TQQQ vs HD
+4.6%
+100.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +1.2% |
| 7D | -1.9% | -3.8% | +1.9% | +3.4% |
| 30D | -4.9% | -9.4% | +4.6% | +8.5% |
| 3M | -6.4% | -4.6% | -1.8% | -2.6% |
| 6M | +44.4% | -10.1% | +54.5% | +62.2% |
| YTD | +35.2% | -8.3% | +43.5% | +45.0% |
| 1Y | +49.5% | -25.0% | +74.5% | +114.5% |
| 3Y | +250.7% | +1.5% | +249.2% | +195.1% |
| All | +105.2% | +4.6% | +100.5% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling