+12.9%
TQQQ vs LITE
+233.7%
-220.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.9% | +10.6% | +5.0% |
| 7D | -14.0% | -31.4% | +17.4% | -4.5% |
| 30D | -25.1% | -42.6% | +17.5% | -13.0% |
| 3M | -16.7% | -26.2% | +9.6% | -10.8% |
| 6M | -3.7% | -35.8% | +32.1% | +4.5% |
| YTD | +18.8% | +70.0% | -51.3% | +2.5% |
| 1Y | +12.9% | +232.7% | -219.8% | -21.6% |
| All | +12.9% | +233.7% | -220.8% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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