+49.5%
TQQQ vs NXT
+23.4%
+26.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +1.7% |
| 7D | -1.9% | -1.9% | 0.0% | -1.1% |
| 30D | -4.9% | -20.0% | +15.2% | +5.4% |
| 3M | -6.4% | -30.7% | +24.3% | +10.4% |
| 6M | +44.4% | -29.0% | +73.4% | +66.1% |
| YTD | +35.2% | -4.8% | +40.0% | +37.7% |
| 1Y | +49.5% | +22.8% | +26.7% | +43.1% |
| All | +49.5% | +23.4% | +26.1% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling