+113.9%
TQQQ vs PL
+45.6%
+68.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -6.6% | +5.6% | -12.2% | -8.1% |
| 30D | -30.4% | -16.9% | -13.5% | -25.7% |
| 3M | -23.2% | -38.2% | +15.0% | -10.2% |
| 6M | -25.5% | -63.4% | +37.9% | +1.6% |
| YTD | +7.9% | -27.6% | +35.6% | +10.4% |
| 1Y | +1.1% | +6.6% | -5.5% | -12.2% |
| 3Y | +186.6% | +557.6% | -371.0% | -3.2% |
| 5Y | +49.5% | +39.5% | +10.0% | -22.5% |
| All | +113.9% | +45.6% | +68.3% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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