+2,876.9%
TQQQ vs SHAK
+87.2%
+2,789.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +0.7% |
| 7D | -1.9% | -8.3% | +6.4% | +2.9% |
| 30D | -4.9% | -12.6% | +7.8% | +2.6% |
| 3M | -6.4% | +9.1% | -15.5% | -13.6% |
| 6M | +44.4% | -31.2% | +75.6% | +66.2% |
| YTD | +35.2% | -21.6% | +56.8% | +41.7% |
| 1Y | +49.5% | -38.8% | +88.3% | +80.6% |
| 3Y | +250.7% | +0.6% | +250.1% | +187.6% |
| 5Y | +104.7% | -22.5% | +127.2% | +94.4% |
| All | +2,876.9% | +87.2% | +2,789.7% | +1,486.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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