+2,840.4%
TQQQ vs LIN
+352.0%
+2,488.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +2.8% |
| 7D | +4.4% | -3.5% | +7.8% | +10.3% |
| 30D | -3.1% | -4.1% | +1.0% | +2.9% |
| 3M | -5.2% | -6.4% | +1.2% | +2.1% |
| 6M | +52.4% | -2.4% | +54.8% | +49.7% |
| YTD | +37.4% | +10.9% | +26.5% | +7.4% |
| 1Y | +56.0% | 0.0% | +56.0% | +42.4% |
| 3Y | +268.7% | +25.8% | +242.9% | +132.9% |
| 5Y | +101.2% | +60.8% | +40.4% | -6.5% |
| 10Y | +2,840.4% | +358.4% | +2,482.0% | +254.6% |
| All | +2,840.4% | +352.0% | +2,488.4% | +254.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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