+12.9%
TQQQ vs HL
+22.6%
-9.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.2% | -10.4% | -2.3% |
| 7D | -14.0% | +0.2% | -14.2% | -14.1% |
| 30D | -25.1% | -12.1% | -13.0% | -21.5% |
| 3M | -16.7% | -2.8% | -13.8% | -17.2% |
| 6M | -3.7% | -14.9% | +11.2% | -0.5% |
| YTD | +18.8% | -22.0% | +40.8% | +20.4% |
| 1Y | +12.9% | +25.0% | -12.1% | -5.3% |
| All | +12.9% | +22.6% | -9.7% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling