+2,876.9%
TQQQ vs HPE
+581.3%
+2,295.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.4% | -9.9% | -8.7% |
| 7D | -1.9% | +19.4% | -21.3% | -18.2% |
| 30D | -4.9% | +5.6% | -10.5% | -11.6% |
| 3M | -6.4% | +33.1% | -39.5% | -30.7% |
| 6M | +44.4% | +192.5% | -148.1% | -53.7% |
| YTD | +35.2% | +160.9% | -125.8% | -52.3% |
| 1Y | +49.5% | +155.0% | -105.5% | -46.5% |
| 3Y | +250.7% | +289.4% | -38.7% | -22.5% |
| 5Y | +104.7% | +395.7% | -291.0% | -62.3% |
| All | +2,876.9% | +581.3% | +2,295.6% | +339.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling