+12.9%
TQQQ vs PM
+48.8%
-35.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +3.6% |
| 7D | -14.0% | +4.3% | -18.2% | -12.1% |
| 30D | -25.1% | +11.5% | -36.6% | -20.9% |
| 3M | -16.7% | +13.0% | -29.7% | -11.2% |
| 6M | -3.7% | +25.9% | -29.6% | +4.4% |
| YTD | +18.8% | +34.0% | -15.2% | +33.0% |
| 1Y | +12.9% | +46.9% | -34.0% | +32.6% |
| All | +12.9% | +48.8% | -35.9% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 1y: compounded portfolio wealth divided by compounded PM 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…
1y analysis · Full analysis span regression · 6 months rolling