+106.3%
TQQQ vs PCG
+53.8%
+52.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.4% | +1.6% |
| 7D | +2.8% | +6.5% | -3.6% | -1.1% |
| 30D | -3.0% | -16.7% | +13.7% | +4.9% |
| 3M | -2.7% | -14.2% | +11.4% | +2.1% |
| 6M | +45.4% | -21.5% | +66.9% | +61.5% |
| YTD | +36.3% | -11.2% | +47.4% | +36.0% |
| 1Y | +53.4% | -4.2% | +57.6% | +42.0% |
| 3Y | +265.6% | -14.9% | +280.4% | +253.3% |
| All | +106.3% | +53.8% | +52.6% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 5y: compounded portfolio wealth divided by compounded PCG 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…
5y analysis · Full analysis span regression · 6 months rolling