+250.7%
TQQQ vs LUMN
+385.3%
-134.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.6% | +2.2% |
| 7D | -1.9% | +2.5% | -4.4% | -2.3% |
| 30D | -4.9% | +10.3% | -15.2% | -6.5% |
| 3M | -6.4% | -18.3% | +11.9% | -3.3% |
| 6M | +44.4% | +4.4% | +40.0% | +43.8% |
| YTD | +35.2% | -10.7% | +45.9% | +36.4% |
| 1Y | +49.5% | +14.0% | +35.5% | +45.5% |
| 3Y | +250.7% | +406.6% | -155.9% | +198.6% |
| All | +250.7% | +385.3% | -134.6% | +198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 3y: compounded portfolio wealth divided by compounded LUMN 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…
3y analysis · Full analysis span regression · 6 months rolling