+28,011.2%
TQQQ vs RY
+622.3%
+27,388.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.4% |
| 7D | +10.4% | +0.6% | +9.8% | +9.6% |
| 30D | -22.2% | +5.0% | -27.2% | -27.8% |
| 3M | -25.1% | -5.3% | -19.8% | -17.3% |
| 6M | -25.0% | +13.8% | -38.8% | -39.6% |
| YTD | +10.1% | +21.0% | -10.9% | -19.5% |
| 1Y | +11.0% | +40.5% | -29.4% | -37.3% |
| 3Y | +195.0% | +159.7% | +35.3% | -40.3% |
| 5Y | +46.6% | +124.3% | -77.7% | -57.3% |
| 10Y | +2,362.5% | +351.6% | +2,010.9% | +184.8% |
| All | +28,011.2% | +622.3% | +27,388.9% | +1,849.9% |
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