+270.9%
TQQQ vs LITE
+1,630.7%
-1,359.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.0% | -3.5% | -1.3% |
| 7D | +0.7% | -1.5% | +2.3% | +1.3% |
| 30D | -0.6% | +6.7% | -7.3% | -5.4% |
| 3M | -14.9% | -6.8% | -8.1% | -14.4% |
| 6M | +44.6% | +29.4% | +15.1% | +16.0% |
| YTD | +37.8% | +139.1% | -101.3% | -24.4% |
| 1Y | +59.2% | +521.0% | -461.8% | -55.6% |
| All | +270.9% | +1,630.7% | -1,359.8% | -53.7% |
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