+105.2%
TQQQ vs HPE
+394.3%
-289.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.4% | -9.9% | -8.2% |
| 7D | -1.9% | +19.4% | -21.3% | -17.5% |
| 30D | -4.9% | +5.6% | -10.5% | -11.2% |
| 3M | -6.4% | +33.1% | -39.5% | -29.9% |
| 6M | +44.4% | +192.5% | -148.1% | -53.4% |
| YTD | +35.2% | +160.9% | -125.8% | -51.8% |
| 1Y | +49.5% | +155.0% | -105.5% | -46.0% |
| 3Y | +250.7% | +289.4% | -38.7% | -27.2% |
| All | +105.2% | +394.3% | -289.1% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling