+3,274.2%
TQQQ vs HPE
+670.9%
+2,603.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.4% | -9.9% | -8.4% |
| 7D | -1.9% | +19.4% | -21.3% | -17.8% |
| 30D | -4.9% | +5.6% | -10.5% | -11.4% |
| 3M | -6.4% | +33.1% | -39.5% | -30.1% |
| 6M | +44.4% | +192.5% | -148.1% | -52.0% |
| YTD | +35.2% | +160.9% | -125.8% | -50.6% |
| 1Y | +49.5% | +155.0% | -105.5% | -44.6% |
| 3Y | +250.7% | +289.4% | -38.7% | -17.4% |
| 5Y | +104.7% | +395.7% | -291.0% | -59.2% |
| 10Y | +3,029.5% | +574.8% | +2,454.7% | +402.9% |
| All | +3,274.2% | +670.9% | +2,603.3% | +338.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling