+99.6%
TQQQ vs SE
-67.4%
+167.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -2.8% |
| 7D | -3.9% | -4.8% | +0.9% | -1.4% |
| 30D | -5.3% | -18.1% | +12.8% | +4.9% |
| 3M | +0.1% | +30.6% | -30.5% | -15.5% |
| 6M | +40.7% | +20.8% | +19.9% | +22.6% |
| YTD | +31.8% | -15.6% | +47.4% | +37.1% |
| 1Y | +48.2% | -44.2% | +92.4% | +92.9% |
| 3Y | +253.6% | +181.5% | +72.1% | +83.4% |
| 5Y | +99.6% | -66.9% | +166.5% | +178.4% |
| All | +99.6% | -67.4% | +167.0% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 5y: compounded portfolio wealth divided by compounded SE 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…
5y analysis · Full analysis span regression · 6 months rolling