+101.7%
TQQQ vs LII
+21.2%
+80.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | +1.7% |
| 7D | +2.8% | +0.5% | +2.3% | +2.2% |
| 30D | -3.0% | -11.2% | +8.2% | +9.1% |
| 3M | -2.7% | -28.8% | +26.1% | +32.2% |
| 6M | +45.4% | -26.9% | +72.4% | +89.1% |
| YTD | +36.3% | -22.2% | +58.5% | +60.0% |
| 1Y | +53.4% | -32.0% | +85.4% | +107.5% |
| 3Y | +265.6% | -0.4% | +266.0% | +173.3% |
| 5Y | +101.7% | +22.4% | +79.3% | +1.9% |
| All | +101.7% | +21.2% | +80.5% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling