+250.7%
TQQQ vs HIG
+101.1%
+149.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | -1.9% | -1.5% | -0.5% | -1.4% |
| 30D | -4.9% | -0.4% | -4.5% | -4.9% |
| 3M | -6.4% | +6.7% | -13.1% | -10.4% |
| 6M | +44.4% | +2.0% | +42.4% | +40.6% |
| YTD | +35.2% | +0.3% | +34.9% | +32.5% |
| 1Y | +49.5% | +4.2% | +45.3% | +41.7% |
| 3Y | +250.7% | +102.2% | +148.5% | +115.9% |
| All | +250.7% | +101.1% | +149.6% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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