+105.2%
TQQQ vs NTR
+45.7%
+59.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +2.7% |
| 7D | -1.9% | -1.3% | -0.6% | -1.4% |
| 30D | -4.9% | +16.8% | -21.6% | -11.3% |
| 3M | -6.4% | +20.7% | -27.1% | -14.8% |
| 6M | +44.4% | +0.5% | +43.9% | +40.9% |
| YTD | +35.2% | +29.2% | +6.0% | +14.8% |
| 1Y | +49.5% | +39.6% | +9.9% | +20.8% |
| 3Y | +250.7% | +37.9% | +212.8% | +177.4% |
| All | +105.2% | +45.7% | +59.5% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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