+99.6%
TQQQ vs HDB
-38.6%
+138.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.3% |
| 7D | -3.9% | -6.2% | +2.3% | +1.6% |
| 30D | -5.3% | -6.2% | +1.0% | -0.3% |
| 3M | +0.1% | -5.9% | +6.0% | +3.1% |
| 6M | +40.7% | -25.9% | +66.6% | +80.4% |
| YTD | +31.8% | -40.2% | +72.0% | +105.1% |
| 1Y | +48.2% | -38.0% | +86.2% | +120.6% |
| 3Y | +253.6% | -30.5% | +284.1% | +341.6% |
| 5Y | +99.6% | -38.1% | +137.7% | +174.7% |
| All | +99.6% | -38.6% | +138.2% | +174.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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