+35,102.5%
TQQQ vs LII
+1,068.5%
+34,034.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | -0.8% |
| 7D | +0.7% | -0.7% | +1.5% | +1.5% |
| 30D | -0.6% | -12.6% | +12.0% | +14.5% |
| 3M | -14.9% | -24.4% | +9.6% | +10.3% |
| 6M | +44.6% | -28.7% | +73.3% | +96.8% |
| YTD | +37.8% | -19.1% | +57.0% | +58.4% |
| 1Y | +59.2% | -29.7% | +88.9% | +110.3% |
| 3Y | +254.1% | +4.8% | +249.3% | +182.3% |
| 5Y | +100.6% | +24.6% | +76.0% | +39.5% |
| 10Y | +2,857.5% | +169.2% | +2,688.3% | +785.2% |
| All | +35,102.5% | +1,068.5% | +34,034.0% | +2,100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling