+105.2%
TQQQ vs NI
+96.9%
+8.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -1.9% | 0.0% | -2.0% | -2.0% |
| 30D | -4.9% | -1.4% | -3.5% | -3.9% |
| 3M | -6.4% | -10.6% | +4.2% | +1.4% |
| 6M | +44.4% | -9.3% | +53.7% | +53.0% |
| YTD | +35.2% | +1.1% | +34.0% | +29.6% |
| 1Y | +49.5% | +3.4% | +46.1% | +40.0% |
| 3Y | +250.7% | +67.9% | +182.8% | +107.3% |
| All | +105.2% | +96.9% | +8.3% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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