+33,565.4%
TQQQ vs HIG
+720.7%
+32,844.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.4% |
| 7D | -3.9% | -2.3% | -1.6% | -1.9% |
| 30D | -5.3% | -1.2% | -4.1% | -4.6% |
| 3M | +0.1% | +6.3% | -6.2% | -7.6% |
| 6M | +40.7% | +0.6% | +40.1% | +34.3% |
| YTD | +31.8% | +0.6% | +31.2% | +24.9% |
| 1Y | +48.2% | +6.1% | +42.1% | +31.9% |
| 3Y | +253.6% | +102.0% | +151.6% | +69.2% |
| 5Y | +99.6% | +119.2% | -19.6% | -7.1% |
| 10Y | +2,951.5% | +312.5% | +2,639.0% | +596.9% |
| All | +33,565.4% | +720.7% | +32,844.7% | +4,560.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling