+105.2%
TQQQ vs LNT
+31.4%
+73.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | -1.9% | -1.0% | -0.9% | -1.4% |
| 30D | -4.9% | -4.2% | -0.6% | -2.9% |
| 3M | -6.4% | -6.7% | +0.3% | -4.0% |
| 6M | +44.4% | -3.6% | +48.0% | +44.4% |
| YTD | +35.2% | +5.9% | +29.3% | +26.8% |
| 1Y | +49.5% | +7.3% | +42.2% | +38.4% |
| 3Y | +250.7% | +46.5% | +204.2% | +147.5% |
| All | +105.2% | +31.4% | +73.8% | +61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling