+105.2%
TQQQ vs HSY
+12.0%
+93.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +2.6% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -4.9% | -5.2% | +0.3% | -4.4% |
| 3M | -6.4% | -3.4% | -3.0% | -6.3% |
| 6M | +44.4% | -19.2% | +63.6% | +49.3% |
| YTD | +35.2% | -2.6% | +37.8% | +33.5% |
| 1Y | +49.5% | -3.8% | +53.3% | +47.8% |
| 3Y | +250.7% | -10.6% | +261.3% | +259.4% |
| All | +105.2% | +12.0% | +93.2% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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