+2,876.9%
TQQQ vs LNT
+148.3%
+2,728.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | -1.9% | -1.0% | -0.9% | -1.1% |
| 30D | -4.9% | -4.2% | -0.6% | -1.5% |
| 3M | -6.4% | -6.7% | +0.3% | -2.1% |
| 6M | +44.4% | -3.6% | +48.0% | +45.0% |
| YTD | +35.2% | +5.9% | +29.3% | +23.8% |
| 1Y | +49.5% | +7.3% | +42.2% | +34.4% |
| 3Y | +250.7% | +46.5% | +204.2% | +121.3% |
| 5Y | +104.7% | +32.5% | +72.2% | +43.7% |
| All | +2,876.9% | +148.3% | +2,728.6% | +1,314.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 10y: compounded portfolio wealth divided by compounded LNT 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…
10y analysis · Full analysis span regression · 6 months rolling