+143.2%
TQQQ vs S
-57.1%
+200.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | -1.9% | -0.7% | -1.3% | -1.6% |
| 30D | -4.9% | -11.4% | +6.6% | +0.9% |
| 3M | -6.4% | +33.8% | -40.2% | -22.6% |
| 6M | +44.4% | +39.5% | +4.9% | +14.2% |
| YTD | +35.2% | +31.7% | +3.5% | +9.5% |
| 1Y | +49.5% | +7.0% | +42.5% | +35.2% |
| 3Y | +250.7% | +11.8% | +238.9% | +195.9% |
| 5Y | +104.7% | -69.0% | +173.7% | +184.6% |
| All | +143.2% | -57.1% | +200.3% | +219.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling