+250.7%
TQQQ vs INDA
+7.9%
+242.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +0.7% |
| 7D | -1.9% | -2.7% | +0.8% | +3.3% |
| 30D | -4.9% | -2.8% | -2.1% | +0.4% |
| 3M | -6.4% | +1.6% | -8.0% | -8.6% |
| 6M | +44.4% | -1.4% | +45.8% | +51.0% |
| YTD | +35.2% | -10.1% | +45.3% | +67.6% |
| 1Y | +49.5% | -8.8% | +58.3% | +79.6% |
| 3Y | +250.7% | +7.6% | +243.1% | +172.8% |
| All | +250.7% | +7.9% | +242.9% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling