+105.2%
TQQQ vs INDA
+5.7%
+99.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +0.3% |
| 7D | -1.9% | -2.7% | +0.8% | +4.5% |
| 30D | -4.9% | -2.8% | -2.1% | +1.5% |
| 3M | -6.4% | +1.6% | -8.0% | -9.4% |
| 6M | +44.4% | -1.4% | +45.8% | +51.9% |
| YTD | +35.2% | -10.1% | +45.3% | +76.2% |
| 1Y | +49.5% | -8.8% | +58.3% | +87.0% |
| 3Y | +250.7% | +7.6% | +243.1% | +178.6% |
| All | +105.2% | +5.7% | +99.5% | +87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling