+99.6%
TQQQ vs OPEN
-85.3%
+184.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.7% | +3.4% | -1.6% |
| 7D | -3.9% | -10.5% | +6.6% | -1.2% |
| 30D | -5.3% | -21.8% | +16.5% | +0.6% |
| 3M | +0.1% | -37.5% | +37.6% | +12.0% |
| 6M | +40.7% | -44.1% | +84.8% | +60.7% |
| YTD | +31.8% | -52.0% | +83.8% | +54.1% |
| 1Y | +48.2% | -52.2% | +100.4% | +54.7% |
| 3Y | +253.6% | -25.9% | +279.5% | +129.6% |
| 5Y | +99.6% | -85.1% | +184.7% | +80.2% |
| All | +99.6% | -85.3% | +184.9% | +80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling