+99.8%
TQQQ vs LIN
+61.6%
+38.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.4% | +1.9% |
| 7D | +0.7% | -2.1% | +2.8% | +4.0% |
| 30D | -0.6% | -2.4% | +1.8% | +2.6% |
| 3M | -14.9% | -5.6% | -9.3% | -9.9% |
| 6M | +44.6% | -3.4% | +48.0% | +44.3% |
| YTD | +37.8% | +13.1% | +24.7% | +3.4% |
| 1Y | +59.2% | +2.5% | +56.7% | +39.6% |
| 3Y | +254.1% | +27.6% | +226.5% | +110.9% |
| All | +99.8% | +61.6% | +38.2% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling