+10.7%
TQQQ vs NRG
-49.6%
+60.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -13.5% | +16.3% | +7.7% |
| 7D | -14.0% | -13.7% | -0.3% | -9.7% |
| 30D | -25.1% | -13.6% | -11.5% | -21.5% |
| 3M | -16.7% | -28.5% | +11.9% | -6.2% |
| 6M | -3.7% | -45.8% | +42.1% | +19.1% |
| YTD | +18.8% | -46.9% | +65.7% | +45.1% |
| All | +10.7% | -49.6% | +60.4% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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