+10.7%
TQQQ vs HUM
+62.2%
-51.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -14.0% | +1.6% | -15.5% | -14.2% |
| 30D | -25.1% | +3.5% | -28.6% | -25.4% |
| 3M | -16.7% | +15.5% | -32.2% | -18.1% |
| 6M | -3.7% | +76.2% | -79.9% | -9.0% |
| YTD | +18.8% | +64.5% | -45.8% | +9.5% |
| All | +10.7% | +62.2% | -51.4% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling