+59.2%
TQQQ vs HPE
+122.1%
-62.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +2.9% |
| 7D | +0.7% | -0.6% | +1.3% | +0.9% |
| 30D | -0.6% | -2.3% | +1.6% | +0.2% |
| 3M | -14.9% | -2.9% | -12.0% | -14.4% |
| 6M | +44.6% | +143.6% | -99.0% | -15.2% |
| YTD | +37.8% | +118.5% | -80.7% | -13.3% |
| 1Y | +59.2% | +129.2% | -70.0% | +0.3% |
| All | +59.2% | +122.1% | -62.9% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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