+101.2%
TQQQ vs QLD
+120.9%
-19.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | 0.0% |
| 7D | +4.4% | +3.0% | +1.4% | -0.1% |
| 30D | -3.1% | -1.8% | -1.3% | -0.2% |
| 3M | -5.2% | -1.8% | -3.4% | -0.7% |
| 6M | +52.4% | +36.9% | +15.5% | -0.9% |
| YTD | +37.4% | +28.7% | +8.7% | -1.3% |
| 1Y | +56.0% | +41.9% | +14.1% | -1.9% |
| 3Y | +268.7% | +184.2% | +84.5% | -6.1% |
| 5Y | +101.2% | +122.1% | -20.9% | -10.2% |
| All | +101.2% | +120.9% | -19.6% | -10.2% |
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