+2,908.7%
TQQQ vs LITE
+4,637.9%
-1,729.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.0% | -3.5% | -1.8% |
| 7D | +0.7% | -1.5% | +2.3% | +1.4% |
| 30D | -0.6% | +6.7% | -7.3% | -6.6% |
| 3M | -14.9% | -6.8% | -8.1% | -14.6% |
| 6M | +44.6% | +29.4% | +15.1% | +9.1% |
| YTD | +37.8% | +139.1% | -101.3% | -33.3% |
| 1Y | +59.2% | +521.0% | -461.8% | -61.6% |
| 3Y | +254.1% | +1,535.3% | -1,281.2% | -58.1% |
| 5Y | +100.6% | +889.8% | -789.3% | -65.4% |
| 10Y | +2,857.5% | +2,400.7% | +456.8% | +292.5% |
| All | +2,908.7% | +4,637.9% | -1,729.2% | +281.3% |
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