+35,000.4%
TQQQ vs HD
+1,535.3%
+33,465.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +3.3% |
| 7D | +4.4% | -1.2% | +5.5% | +6.2% |
| 30D | -3.1% | -11.1% | +8.0% | +15.5% |
| 3M | -5.2% | +2.0% | -7.2% | -11.1% |
| 6M | +52.4% | -10.5% | +62.8% | +73.5% |
| YTD | +37.4% | -6.9% | +44.3% | +44.7% |
| 1Y | +56.0% | -23.2% | +79.2% | +118.4% |
| 3Y | +268.7% | +3.1% | +265.6% | +212.5% |
| 5Y | +101.2% | +7.4% | +93.9% | +77.1% |
| 10Y | +2,840.4% | +205.0% | +2,635.4% | +496.9% |
| All | +35,000.4% | +1,535.3% | +33,465.0% | +558.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling