+250.7%
TQQQ vs KVUE
-9.0%
+259.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | -1.9% | -5.1% | +3.2% | -1.5% |
| 30D | -4.9% | -6.3% | +1.5% | -4.3% |
| 3M | -6.4% | -0.5% | -5.9% | -6.7% |
| 6M | +44.4% | +3.1% | +41.3% | +43.2% |
| YTD | +35.2% | +6.7% | +28.5% | +33.2% |
| 1Y | +49.5% | -1.1% | +50.6% | +49.5% |
| 3Y | +250.7% | -8.7% | +259.5% | +272.1% |
| All | +250.7% | -9.0% | +259.7% | +272.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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