+49.5%
TQQQ vs PTC
-36.4%
+85.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.3% |
| 7D | -1.9% | -7.3% | +5.3% | -1.0% |
| 30D | -4.9% | -11.6% | +6.8% | -3.3% |
| 3M | -6.4% | +10.5% | -16.9% | -7.3% |
| 6M | +44.4% | -17.8% | +62.2% | +64.0% |
| YTD | +35.2% | -24.9% | +60.1% | +67.6% |
| 1Y | +49.5% | -36.8% | +86.3% | +141.2% |
| All | +49.5% | -36.4% | +85.9% | +141.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling