+101.2%
TQQQ vs PPL
+39.3%
+61.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +4.4% | +1.8% | +2.6% | +3.1% |
| 30D | -3.1% | -1.1% | -2.0% | -2.5% |
| 3M | -5.2% | 0.0% | -5.2% | -6.3% |
| 6M | +52.4% | -7.6% | +60.0% | +59.1% |
| YTD | +37.4% | +1.7% | +35.7% | +30.9% |
| 1Y | +56.0% | +1.5% | +54.4% | +47.6% |
| 3Y | +268.7% | +55.3% | +213.4% | +93.5% |
| 5Y | +101.2% | +37.7% | +63.5% | +27.8% |
| All | +101.2% | +39.3% | +61.9% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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