+250.7%
TQQQ vs KWEB
-2.3%
+253.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.1% |
| 7D | -1.9% | -5.6% | +3.6% | +1.9% |
| 30D | -4.9% | -10.7% | +5.8% | +2.6% |
| 3M | -6.4% | -7.4% | +1.0% | -1.8% |
| 6M | +44.4% | -19.3% | +63.7% | +66.9% |
| YTD | +35.2% | -27.8% | +62.9% | +67.9% |
| 1Y | +49.5% | -35.9% | +85.4% | +101.6% |
| 3Y | +250.7% | -1.9% | +252.6% | +256.5% |
| All | +250.7% | -2.3% | +253.0% | +256.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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