+33,565.4%
TQQQ vs HRB
+306.8%
+33,258.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.9% |
| 7D | -3.9% | -12.2% | +8.3% | +3.1% |
| 30D | -5.3% | -3.0% | -2.3% | -5.2% |
| 3M | +0.1% | +21.7% | -21.6% | -14.7% |
| 6M | +40.7% | +52.3% | -11.7% | -0.3% |
| YTD | +31.8% | +6.5% | +25.3% | +15.6% |
| 1Y | +48.2% | -6.7% | +54.9% | +39.1% |
| 3Y | +253.6% | +25.1% | +228.5% | +158.6% |
| 5Y | +99.6% | +113.8% | -14.2% | +0.7% |
| 10Y | +2,951.5% | +204.8% | +2,746.7% | +948.2% |
| All | +33,565.4% | +306.8% | +33,258.6% | +7,805.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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