+250.7%
TQQQ vs PSX
+133.1%
+117.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.4% |
| 7D | -1.9% | +1.7% | -3.6% | -2.7% |
| 30D | -4.9% | +15.6% | -20.5% | -11.1% |
| 3M | -6.4% | +46.5% | -52.9% | -22.6% |
| 6M | +44.4% | +55.0% | -10.6% | +12.9% |
| YTD | +35.2% | +105.3% | -70.1% | -14.0% |
| 1Y | +49.5% | +101.6% | -52.1% | -4.8% |
| 3Y | +250.7% | +134.1% | +116.6% | +78.5% |
| All | +250.7% | +133.1% | +117.6% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 3y: compounded portfolio wealth divided by compounded PSX 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…
3y analysis · Full analysis span regression · 6 months rolling