+34,703.6%
TQQQ vs PM
+756.2%
+33,947.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -1.3% |
| 7D | +2.8% | -1.2% | +4.0% | +3.8% |
| 30D | -3.0% | -0.2% | -2.9% | -3.5% |
| 3M | -2.7% | +4.9% | -7.6% | -10.7% |
| 6M | +45.4% | +9.0% | +36.4% | +24.4% |
| YTD | +36.3% | +17.8% | +18.5% | +6.5% |
| 1Y | +53.4% | +16.8% | +36.6% | +17.4% |
| 3Y | +265.6% | +125.4% | +140.1% | +16.9% |
| 5Y | +101.7% | +128.7% | -27.0% | -38.0% |
| 10Y | +3,054.7% | +211.8% | +2,842.8% | +533.5% |
| All | +34,703.6% | +756.2% | +33,947.4% | +1,201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling