+250.7%
TQQQ vs NRG
+203.5%
+47.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +0.9% | +1.6% |
| 7D | -1.9% | -4.7% | +2.8% | +1.0% |
| 30D | -4.9% | -6.0% | +1.1% | -1.8% |
| 3M | -6.4% | -8.0% | +1.5% | -4.8% |
| 6M | +44.4% | -23.2% | +67.6% | +62.7% |
| YTD | +35.2% | -28.1% | +63.2% | +57.1% |
| 1Y | +49.5% | -27.3% | +76.8% | +72.1% |
| 3Y | +250.7% | +208.7% | +42.1% | +25.1% |
| All | +250.7% | +203.5% | +47.2% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling