+2,840.4%
TQQQ vs LITE
+2,521.3%
+319.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.0% | -11.3% | -6.9% |
| 7D | +4.4% | +12.6% | -8.3% | -3.5% |
| 30D | -3.1% | +9.9% | -13.0% | -11.3% |
| 3M | -5.2% | +9.3% | -14.5% | -14.6% |
| 6M | +52.4% | +75.2% | -22.8% | -7.2% |
| YTD | +37.4% | +165.5% | -128.1% | -41.8% |
| 1Y | +56.0% | +555.0% | -499.0% | -68.1% |
| 3Y | +268.7% | +1,870.5% | -1,601.8% | -69.4% |
| 5Y | +101.2% | +1,009.8% | -908.6% | -73.1% |
| 10Y | +2,840.4% | +2,502.5% | +337.9% | +162.6% |
| All | +2,840.4% | +2,521.3% | +319.1% | +162.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling