+101.5%
TQQQ vs PATH
-80.2%
+181.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.6% |
| 7D | -15.7% | -5.3% | -10.4% | -13.0% |
| 30D | -37.5% | -0.5% | -37.0% | -37.1% |
| 3M | -27.3% | -7.1% | -20.2% | -26.3% |
| 6M | -26.7% | +23.8% | -50.5% | -38.1% |
| YTD | -0.3% | -20.7% | +20.4% | +3.3% |
| 1Y | -1.5% | -8.1% | +6.6% | -9.2% |
| 3Y | +184.0% | -21.8% | +205.8% | +148.0% |
| 5Y | +28.8% | -76.8% | +105.7% | +65.0% |
| All | +101.5% | -80.2% | +181.6% | +164.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling