+2,448.5%
TQQQ vs LII
+169.1%
+2,279.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.9% |
| 7D | +10.4% | +2.9% | +7.5% | +7.3% |
| 30D | -22.2% | +0.9% | -23.1% | -24.6% |
| 3M | -25.1% | -15.5% | -9.6% | -12.8% |
| 6M | -25.0% | -30.2% | +5.2% | +2.2% |
| YTD | +10.1% | -26.8% | +36.9% | +36.4% |
| 1Y | +11.0% | -25.3% | +36.3% | +33.9% |
| 3Y | +195.0% | -7.8% | +202.7% | +158.2% |
| 5Y | +46.6% | +17.0% | +29.7% | -0.7% |
| All | +2,448.5% | +169.1% | +2,279.4% | +743.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling