+35,102.5%
TQQQ vs RY
+647.1%
+34,455.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.7% |
| 7D | +0.7% | +3.1% | -2.4% | -4.5% |
| 30D | -0.6% | -0.3% | -0.3% | -0.3% |
| 3M | -14.9% | +8.7% | -23.5% | -26.2% |
| 6M | +44.6% | +28.5% | +16.0% | -5.5% |
| YTD | +37.8% | +25.1% | +12.7% | -5.6% |
| 1Y | +59.2% | +46.3% | +12.9% | -16.4% |
| 3Y | +254.1% | +154.9% | +99.2% | -26.6% |
| 5Y | +100.6% | +140.3% | -39.7% | -48.3% |
| 10Y | +2,857.5% | +377.0% | +2,480.5% | +210.8% |
| All | +35,102.5% | +647.1% | +34,455.4% | +2,185.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling