+59.2%
TQQQ vs INTU
-49.4%
+108.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.8% | +0.5% |
| 7D | +0.7% | -7.1% | +7.8% | +0.8% |
| 30D | -0.6% | +1.5% | -2.1% | -0.7% |
| 3M | -14.9% | +10.7% | -25.5% | -14.5% |
| 6M | +44.6% | -23.8% | +68.4% | +52.7% |
| YTD | +37.8% | -49.3% | +87.1% | +79.4% |
| 1Y | +59.2% | -49.7% | +108.8% | +106.3% |
| All | +59.2% | -49.4% | +108.6% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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