+59.2%
TQQQ vs HLT
+13.1%
+46.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | +0.7% | -3.3% | +4.0% | +2.3% |
| 30D | -0.6% | -4.1% | +3.4% | +1.0% |
| 3M | -14.9% | -7.9% | -6.9% | -11.5% |
| 6M | +44.6% | +2.2% | +42.4% | +39.9% |
| YTD | +37.8% | +8.5% | +29.3% | +32.6% |
| 1Y | +59.2% | +12.1% | +47.0% | +51.9% |
| All | +59.2% | +13.1% | +46.1% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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