+78.8%
TQQQ vs NU
+33.5%
+45.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -3.9% | -4.2% | +0.3% | -1.5% |
| 30D | -5.3% | +10.0% | -15.3% | -11.1% |
| 3M | +0.1% | +29.3% | -29.1% | -14.5% |
| 6M | +40.7% | +0.9% | +39.7% | +38.3% |
| YTD | +31.8% | -10.3% | +42.1% | +38.3% |
| 1Y | +48.2% | -3.2% | +51.4% | +48.9% |
| 3Y | +253.6% | +120.6% | +133.1% | +121.5% |
| All | +78.8% | +33.5% | +45.3% | +17.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling