+2,298.5%
TQQQ vs LITE
+3,105.2%
-806.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +10.7% | -0.5% | +4.2% |
| 7D | -3.2% | -12.9% | +9.7% | +4.8% |
| 30D | -29.2% | -46.0% | +16.8% | -1.7% |
| 3M | -22.5% | -33.0% | +10.5% | -8.5% |
| 6M | -24.2% | -34.0% | +9.8% | -13.9% |
| YTD | +9.9% | +61.7% | -51.9% | -36.0% |
| 1Y | +9.7% | +148.3% | -138.6% | -53.3% |
| 3Y | +211.3% | +1,408.5% | -1,197.2% | -63.5% |
| 5Y | +45.6% | +546.2% | -500.6% | -69.2% |
| 10Y | +2,239.3% | +1,533.3% | +706.0% | +274.4% |
| All | +2,298.5% | +3,105.2% | -806.7% | +265.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling