+35,102.5%
TQQQ vs LLY
+4,982.7%
+30,119.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.2% |
| 7D | +0.7% | -2.1% | +2.9% | +2.5% |
| 30D | -0.6% | -1.6% | +1.0% | -0.2% |
| 3M | -14.9% | +2.3% | -17.2% | -19.4% |
| 6M | +44.6% | +14.9% | +29.7% | +21.8% |
| YTD | +37.8% | +7.5% | +30.4% | +19.2% |
| 1Y | +59.2% | +55.7% | +3.5% | -3.7% |
| 3Y | +254.1% | +110.6% | +143.5% | +40.2% |
| 5Y | +100.6% | +363.4% | -262.8% | -67.8% |
| 10Y | +2,857.5% | +1,649.0% | +1,208.6% | -5.3% |
| All | +35,102.5% | +4,982.7% | +30,119.8% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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