+2,876.9%
TQQQ vs SBAC
+87.1%
+2,789.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.3% | +0.8% |
| 7D | -1.9% | -2.1% | +0.2% | -0.2% |
| 30D | -4.9% | +2.0% | -6.9% | -6.4% |
| 3M | -6.4% | -8.3% | +1.9% | -2.0% |
| 6M | +44.4% | +0.3% | +44.1% | +33.4% |
| YTD | +35.2% | -2.2% | +37.4% | +25.8% |
| 1Y | +49.5% | -4.6% | +54.1% | +41.1% |
| 3Y | +250.7% | -8.3% | +259.0% | +192.8% |
| 5Y | +104.7% | -42.8% | +147.5% | +212.2% |
| All | +2,876.9% | +87.1% | +2,789.8% | +1,937.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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