+105.2%
TQQQ vs HUM
+6.5%
+98.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.0% |
| 7D | -1.9% | +2.1% | -4.0% | -2.4% |
| 30D | -4.9% | +5.4% | -10.2% | -6.0% |
| 3M | -6.4% | +11.4% | -17.8% | -8.8% |
| 6M | +44.4% | +141.5% | -97.1% | +17.6% |
| YTD | +35.2% | +61.2% | -26.0% | +19.1% |
| 1Y | +49.5% | +49.2% | +0.4% | +33.5% |
| 3Y | +250.7% | -9.0% | +259.8% | +253.6% |
| All | +105.2% | +6.5% | +98.6% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling