+250.7%
TQQQ vs NVT
+190.9%
+59.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.1% | -1.9% |
| 7D | -1.9% | +4.1% | -6.0% | -5.8% |
| 30D | -4.9% | -5.1% | +0.3% | -0.9% |
| 3M | -6.4% | -1.2% | -5.2% | -6.1% |
| 6M | +44.4% | +46.6% | -2.2% | -1.7% |
| YTD | +35.2% | +60.0% | -24.8% | -16.8% |
| 1Y | +49.5% | +70.8% | -21.3% | -14.4% |
| 3Y | +250.7% | +187.5% | +63.2% | +2.7% |
| All | +250.7% | +190.9% | +59.8% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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