+2,448.5%
TQQQ vs PTC
+312.5%
+2,136.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.5% | -3.5% |
| 7D | +10.4% | +0.5% | +9.9% | +9.9% |
| 30D | -22.2% | +1.2% | -23.4% | -23.0% |
| 3M | -25.1% | +27.4% | -52.5% | -48.9% |
| 6M | -25.0% | +39.2% | -64.2% | -57.5% |
| YTD | +10.1% | +12.5% | -2.5% | -21.2% |
| 1Y | +11.0% | +12.3% | -1.2% | -20.5% |
| 3Y | +195.0% | +28.8% | +166.1% | +75.8% |
| 5Y | +46.6% | +60.9% | -14.3% | -24.5% |
| All | +2,448.5% | +312.5% | +2,136.0% | +460.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling