+195.0%
TQQQ vs LITE
+1,387.8%
-1,192.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -1.6% |
| 7D | +10.4% | +10.8% | -0.4% | +5.4% |
| 30D | -22.2% | -33.4% | +11.3% | -7.2% |
| 3M | -25.1% | -32.2% | +7.1% | -13.5% |
| 6M | -25.0% | -42.1% | +17.1% | -10.0% |
| YTD | +10.1% | +61.9% | -51.8% | -29.5% |
| 1Y | +11.0% | +163.0% | -151.9% | -48.7% |
| 3Y | +195.0% | +1,358.0% | -1,163.0% | -59.7% |
| All | +195.0% | +1,387.8% | -1,192.9% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling