+9,813.2%
TQQQ vs NWSA
+120.6%
+9,692.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.4% |
| 7D | -3.9% | -4.8% | +0.8% | +1.3% |
| 30D | -5.3% | +3.0% | -8.2% | -8.6% |
| 3M | +0.1% | +9.3% | -9.2% | -12.9% |
| 6M | +40.7% | +23.2% | +17.5% | +5.8% |
| YTD | +31.8% | +13.3% | +18.5% | +7.2% |
| 1Y | +48.2% | +2.9% | +45.3% | +32.8% |
| 3Y | +253.6% | +43.3% | +210.3% | +129.2% |
| 5Y | +99.6% | +40.9% | +58.7% | +42.4% |
| 10Y | +2,951.5% | +148.1% | +2,803.4% | +1,059.2% |
| All | +9,813.2% | +120.6% | +9,692.6% | +4,438.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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