+56.0%
TQQQ vs PATH
+21.5%
+34.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +1.1% |
| 7D | +4.4% | -22.8% | +27.1% | +8.7% |
| 30D | -3.1% | -6.9% | +3.8% | -2.5% |
| 3M | -5.2% | +25.4% | -30.6% | -9.5% |
| 6M | +52.4% | +18.1% | +34.3% | +46.4% |
| YTD | +37.4% | -14.5% | +51.9% | +40.5% |
| 1Y | +56.0% | +18.7% | +37.2% | +53.6% |
| All | +56.0% | +21.5% | +34.5% | +53.6% |
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