+2,876.9%
TQQQ vs PFG
+251.1%
+2,625.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +1.4% |
| 7D | -1.9% | -0.4% | -1.5% | -1.5% |
| 30D | -4.9% | +2.9% | -7.7% | -8.0% |
| 3M | -6.4% | +6.7% | -13.1% | -14.2% |
| 6M | +44.4% | +33.8% | +10.6% | +3.7% |
| YTD | +35.2% | +35.0% | +0.2% | -4.6% |
| 1Y | +49.5% | +46.4% | +3.1% | -3.8% |
| 3Y | +250.7% | +71.7% | +179.1% | +96.5% |
| 5Y | +104.7% | +113.7% | -9.0% | +0.7% |
| All | +2,876.9% | +251.1% | +2,625.8% | +837.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 10y: compounded portfolio wealth divided by compounded PFG 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…
10y analysis · Full analysis span regression · 6 months rolling