+533.6%
TQQQ vs OPEN
-74.0%
+607.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +2.6% |
| 7D | -1.9% | -11.4% | +9.5% | +1.1% |
| 30D | -4.9% | -20.1% | +15.2% | +0.4% |
| 3M | -6.4% | -37.6% | +31.2% | +4.7% |
| 6M | +44.4% | -47.1% | +91.5% | +67.2% |
| YTD | +35.2% | -52.1% | +87.3% | +58.1% |
| 1Y | +49.5% | -73.5% | +123.0% | +93.8% |
| 3Y | +250.7% | -24.4% | +275.1% | +128.9% |
| 5Y | +104.7% | -85.1% | +189.8% | +79.0% |
| All | +533.6% | -74.0% | +607.6% | +373.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling