+34,703.6%
TQQQ vs PH
+2,152.7%
+32,551.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | 0.0% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | -3.0% | -10.3% | +7.2% | +11.0% |
| 3M | -2.7% | +5.1% | -7.8% | -9.4% |
| 6M | +45.4% | +2.3% | +43.1% | +37.8% |
| YTD | +36.3% | +8.7% | +27.6% | +18.7% |
| 1Y | +53.4% | +26.8% | +26.6% | +7.8% |
| 3Y | +265.6% | +139.2% | +126.4% | +20.0% |
| 5Y | +101.7% | +251.1% | -149.4% | -54.7% |
| 10Y | +3,054.7% | +812.6% | +2,242.1% | +105.8% |
| All | +34,703.6% | +2,152.7% | +32,551.0% | +613.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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