+45.6%
TQQQ vs QLD
+77.5%
-32.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.8% | +3.4% | +0.1% |
| 7D | -3.2% | -1.4% | -1.7% | -0.1% |
| 30D | -29.2% | -19.6% | -9.6% | -0.5% |
| 3M | -22.5% | -14.1% | -8.4% | -0.8% |
| 6M | -24.2% | -13.6% | -10.6% | -1.5% |
| YTD | +9.9% | +12.5% | -2.7% | -1.9% |
| 1Y | +9.7% | +13.1% | -3.5% | -2.2% |
| 3Y | +211.3% | +154.7% | +56.5% | -5.7% |
| 5Y | +45.6% | +81.1% | -35.5% | -10.9% |
| All | +45.6% | +77.5% | -32.0% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 5y: compounded portfolio wealth divided by compounded QLD 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…
5y analysis · Full analysis span regression · 6 months rolling