+250.7%
TQQQ vs SGOV
+14.4%
+236.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.8% |
| 7D | -1.9% | 0.0% | -2.0% | -1.4% |
| 30D | -4.9% | +0.3% | -5.2% | -1.6% |
| 3M | -6.4% | +0.9% | -7.3% | +2.7% |
| 6M | +44.4% | +1.8% | +42.6% | +68.5% |
| YTD | +35.2% | +2.5% | +32.6% | +60.1% |
| 1Y | +49.5% | +3.8% | +45.7% | +81.3% |
| 3Y | +250.7% | +14.4% | +236.3% | +116.9% |
| All | +250.7% | +14.4% | +236.3% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 3y: compounded portfolio wealth divided by compounded SGOV 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…
3y analysis · Full analysis span regression · 6 months rolling