+11,806.6%
TQQQ vs PSX
+1,156.1%
+10,650.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.7% |
| 7D | -3.9% | +1.5% | -5.4% | -4.9% |
| 30D | -5.3% | +15.8% | -21.1% | -14.6% |
| 3M | +0.1% | +43.0% | -42.9% | -23.2% |
| 6M | +40.7% | +61.1% | -20.4% | -3.4% |
| YTD | +31.8% | +104.5% | -72.7% | -24.9% |
| 1Y | +48.2% | +102.5% | -54.3% | -15.7% |
| 3Y | +253.6% | +133.5% | +120.1% | +77.2% |
| 5Y | +99.6% | +367.0% | -267.4% | -44.3% |
| 10Y | +2,951.5% | +382.3% | +2,569.2% | +664.8% |
| All | +11,806.6% | +1,156.1% | +10,650.6% | +1,654.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling