+35,000.4%
TQQQ vs PTC
+719.0%
+34,281.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +5.7% |
| 7D | +4.4% | -12.8% | +17.1% | +20.2% |
| 30D | -3.1% | -9.8% | +6.7% | +6.8% |
| 3M | -5.2% | -2.1% | -3.1% | -11.1% |
| 6M | +52.4% | -18.1% | +70.5% | +71.8% |
| YTD | +37.4% | -23.5% | +60.9% | +65.3% |
| 1Y | +56.0% | -37.4% | +93.3% | +135.8% |
| 3Y | +268.7% | -7.2% | +275.9% | +259.1% |
| 5Y | +101.2% | +2.7% | +98.6% | +97.5% |
| 10Y | +2,840.4% | +203.4% | +2,637.0% | +906.6% |
| All | +35,000.4% | +719.0% | +34,281.3% | +3,954.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling