+56.0%
TQQQ vs LITE
+548.1%
-492.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.0% | -11.3% | -3.4% |
| 7D | +4.4% | +12.6% | -8.3% | +0.6% |
| 30D | -3.1% | +9.9% | -13.0% | -6.7% |
| 3M | -5.2% | +9.3% | -14.5% | -9.6% |
| 6M | +52.4% | +75.2% | -22.8% | +27.0% |
| YTD | +37.4% | +165.5% | -128.1% | +1.2% |
| 1Y | +56.0% | +555.0% | -499.0% | -15.1% |
| All | +56.0% | +548.1% | -492.1% | -15.1% |
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