+49.5%
TQQQ vs RY
+44.3%
+5.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -1.9% | -2.2% | +0.3% | +1.7% |
| 30D | -4.9% | -3.6% | -1.3% | +0.9% |
| 3M | -6.4% | +3.9% | -10.4% | -13.0% |
| 6M | +44.4% | +26.4% | +18.0% | -6.5% |
| YTD | +35.2% | +22.3% | +12.8% | -8.1% |
| 1Y | +49.5% | +43.7% | +5.8% | -25.4% |
| All | +49.5% | +44.3% | +5.2% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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