+184.0%
TQQQ vs PATH
-24.4%
+208.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.6% |
| 7D | -15.7% | -5.3% | -10.4% | -13.8% |
| 30D | -37.5% | -0.5% | -37.0% | -37.2% |
| 3M | -27.3% | -7.1% | -20.2% | -26.5% |
| 6M | -26.7% | +23.8% | -50.5% | -34.9% |
| YTD | -0.3% | -20.7% | +20.4% | +4.3% |
| 1Y | -1.5% | -8.1% | +6.6% | -6.1% |
| 3Y | +184.0% | -21.8% | +205.8% | +178.8% |
| All | +184.0% | -24.4% | +208.4% | +178.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling