+544.1%
TQQQ vs OPEN
-71.4%
+615.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.3% |
| 7D | +4.4% | +1.0% | +3.4% | +4.1% |
| 30D | -3.1% | -11.9% | +8.8% | -0.2% |
| 3M | -5.2% | -28.8% | +23.6% | +2.6% |
| 6M | +52.4% | -38.6% | +91.0% | +70.1% |
| YTD | +37.4% | -47.3% | +84.8% | +57.0% |
| 1Y | +56.0% | -49.2% | +105.1% | +60.5% |
| 3Y | +268.7% | -18.8% | +287.5% | +137.1% |
| 5Y | +101.2% | -83.6% | +184.9% | +71.8% |
| All | +544.1% | -71.4% | +615.6% | +370.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling