+40.5%
TQQQ vs HYG
+2.8%
+37.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -1.5% |
| 7D | -4.3% | -0.8% | -3.5% | +4.0% |
| 30D | -9.8% | -0.9% | -8.9% | -0.4% |
| 3M | -10.4% | -0.3% | -10.2% | -6.2% |
| 6M | +51.4% | +2.2% | +49.2% | +29.9% |
| YTD | +31.9% | +1.4% | +30.5% | +24.1% |
| All | +40.5% | +2.8% | +37.8% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 HYG 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