+12.9%
TQQQ vs PATH
-10.3%
+23.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.3% |
| 7D | -14.0% | -4.8% | -9.2% | -13.3% |
| 30D | -25.1% | +2.7% | -27.8% | -25.4% |
| 3M | -16.7% | -4.2% | -12.5% | -16.6% |
| 6M | -3.7% | +24.7% | -28.5% | -7.0% |
| YTD | +18.8% | -17.6% | +36.3% | +21.7% |
| 1Y | +12.9% | -5.3% | +18.2% | +9.8% |
| All | +12.9% | -10.3% | +23.2% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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