+105.2%
TQQQ vs HL
+235.2%
-130.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.0% |
| 7D | -1.9% | -4.4% | +2.4% | -0.3% |
| 30D | -4.9% | +9.3% | -14.2% | -8.7% |
| 3M | -6.4% | +32.0% | -38.4% | -16.4% |
| 6M | +44.4% | -6.4% | +50.8% | +45.5% |
| YTD | +35.2% | +3.1% | +32.0% | +27.2% |
| 1Y | +49.5% | +77.6% | -28.1% | +11.5% |
| 3Y | +250.7% | +392.8% | -142.1% | +55.6% |
| All | +105.2% | +235.2% | -130.0% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling