+49.5%
TQQQ vs LTH
+45.2%
+4.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | -1.9% | -4.0% | +2.1% | -0.7% |
| 30D | -4.9% | -5.3% | +0.4% | -3.4% |
| 3M | -6.4% | +19.0% | -25.4% | -13.7% |
| 6M | +44.4% | +55.8% | -11.4% | +19.0% |
| YTD | +35.2% | +56.1% | -21.0% | +12.0% |
| 1Y | +49.5% | +41.3% | +8.3% | +31.7% |
| All | +49.5% | +45.2% | +4.3% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling