+83.4%
TQQQ vs NU
+30.0%
+53.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.2% | +4.1% |
| 7D | -1.9% | -4.9% | +3.0% | +0.9% |
| 30D | -4.9% | +7.8% | -12.7% | -9.7% |
| 3M | -6.4% | +20.9% | -27.3% | -17.1% |
| 6M | +44.4% | +0.9% | +43.5% | +41.9% |
| YTD | +35.2% | -12.7% | +47.8% | +44.0% |
| 1Y | +49.5% | -6.4% | +55.9% | +53.1% |
| 3Y | +250.7% | +98.1% | +152.6% | +133.0% |
| All | +83.4% | +30.0% | +53.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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