+3,851.3%
TQQQ vs SHAK
+35.4%
+3,815.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +0.9% |
| 7D | -1.9% | -8.3% | +6.4% | +2.4% |
| 30D | -4.9% | -12.6% | +7.8% | +1.8% |
| 3M | -6.4% | +9.1% | -15.5% | -12.8% |
| 6M | +44.4% | -31.2% | +75.6% | +64.2% |
| YTD | +35.2% | -21.6% | +56.8% | +41.7% |
| 1Y | +49.5% | -38.8% | +88.3% | +77.7% |
| 3Y | +250.7% | +0.6% | +250.1% | +202.0% |
| 5Y | +104.7% | -22.5% | +127.2% | +102.0% |
| 10Y | +3,029.5% | +85.3% | +2,944.3% | +1,867.3% |
| All | +3,851.3% | +35.4% | +3,815.9% | +2,516.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling