+2,076.4%
TQQQ vs LITE
+2,795.6%
-719.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.7% | -2.1% | +0.4% |
| 7D | -15.7% | -35.9% | +20.2% | +6.7% |
| 30D | -37.5% | -51.5% | +14.0% | -8.1% |
| 3M | -27.3% | -35.7% | +8.4% | -12.4% |
| 6M | -26.7% | -43.0% | +16.3% | -9.8% |
| YTD | -0.3% | +46.1% | -46.4% | -38.6% |
| 1Y | -1.5% | +124.7% | -126.2% | -55.7% |
| 3Y | +184.0% | +1,172.1% | -988.1% | -63.3% |
| 5Y | +28.8% | +477.0% | -448.2% | -71.0% |
| 10Y | +2,251.9% | +1,465.7% | +786.3% | +294.3% |
| All | +2,076.4% | +2,795.6% | -719.2% | +250.9% |
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