+99.6%
TQQQ vs INTU
-43.2%
+142.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -2.9% |
| 7D | -3.9% | -9.2% | +5.2% | +5.4% |
| 30D | -5.3% | -7.0% | +1.8% | 0.0% |
| 3M | +0.1% | +10.5% | -10.4% | -16.8% |
| 6M | +40.7% | -30.6% | +71.2% | +75.9% |
| YTD | +31.8% | -52.3% | +84.1% | +158.7% |
| 1Y | +48.2% | -51.8% | +100.0% | +183.1% |
| 3Y | +253.6% | -41.8% | +295.5% | +399.4% |
| 5Y | +99.6% | -42.8% | +142.4% | +200.3% |
| All | +99.6% | -43.2% | +142.8% | +200.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling