+178.5%
TQQQ vs PATH
-76.8%
+255.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -16.6% | +17.1% | +9.0% |
| 7D | +0.7% | -16.3% | +17.0% | +9.1% |
| 30D | -0.6% | +9.9% | -10.6% | -7.3% |
| 3M | -14.9% | +30.2% | -45.0% | -28.3% |
| 6M | +44.6% | +37.2% | +7.3% | +14.2% |
| YTD | +37.8% | -7.3% | +45.1% | +32.5% |
| 1Y | +59.2% | +40.0% | +19.2% | +11.4% |
| 3Y | +254.1% | -4.4% | +258.5% | +175.6% |
| 5Y | +100.6% | -76.0% | +176.6% | +141.5% |
| All | +178.5% | -76.8% | +255.3% | +238.6% |
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 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