+11.0%
TQQQ vs LII
-26.1%
+37.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.2% |
| 7D | +10.4% | +2.9% | +7.5% | +9.0% |
| 30D | -22.2% | +0.9% | -23.1% | -23.2% |
| 3M | -25.1% | -15.5% | -9.6% | -19.2% |
| 6M | -25.0% | -30.2% | +5.2% | -12.1% |
| YTD | +10.1% | -26.8% | +36.9% | +20.6% |
| 1Y | +11.0% | -25.3% | +36.3% | +20.3% |
| All | +11.0% | -26.1% | +37.1% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling