+61.5%
TQQQ vs PLTU
+133.3%
-71.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.1% |
| 7D | -1.9% | -8.1% | +6.2% | +0.4% |
| 30D | -4.9% | -7.0% | +2.2% | -3.9% |
| 3M | -6.4% | +40.0% | -46.4% | -20.8% |
| 6M | +44.4% | -6.0% | +50.4% | +32.5% |
| YTD | +35.2% | -37.1% | +72.3% | +36.8% |
| 1Y | +49.5% | -33.1% | +82.6% | +44.0% |
| All | +61.5% | +133.3% | -71.9% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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