+34,703.6%
TQQQ vs PHM
+1,149.7%
+33,553.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.1% |
| 7D | +2.8% | -3.9% | +6.7% | +5.9% |
| 30D | -3.0% | -8.6% | +5.5% | +3.4% |
| 3M | -2.7% | -2.9% | +0.2% | -2.0% |
| 6M | +45.4% | -5.7% | +51.1% | +49.4% |
| YTD | +36.3% | +1.9% | +34.4% | +29.9% |
| 1Y | +53.4% | -12.3% | +65.7% | +62.2% |
| 3Y | +265.6% | +50.8% | +214.8% | +139.4% |
| 5Y | +101.7% | +157.3% | -55.6% | -5.7% |
| 10Y | +3,054.7% | +566.5% | +2,488.1% | +651.6% |
| All | +34,703.6% | +1,149.7% | +33,553.9% | +5,655.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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