+12.9%
TQQQ vs HPE
+113.0%
-100.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.7% | +8.5% | +5.7% |
| 7D | -14.0% | -17.0% | +3.0% | -5.4% |
| 30D | -25.1% | -26.7% | +1.6% | -12.6% |
| 3M | -16.7% | -4.1% | -12.5% | -16.4% |
| 6M | -3.7% | +75.4% | -79.1% | -30.7% |
| YTD | +18.8% | +111.0% | -92.3% | -22.9% |
| 1Y | +12.9% | +116.4% | -103.5% | -28.0% |
| All | +12.9% | +113.0% | -100.1% | -28.0% |
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