+99.6%
TQQQ vs SHOP
-16.4%
+116.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.1% | -3.2% |
| 7D | -3.9% | -13.2% | +9.3% | +4.6% |
| 30D | -5.3% | -17.0% | +11.8% | +5.9% |
| 3M | +0.1% | +17.0% | -16.9% | -13.9% |
| 6M | +40.7% | -2.1% | +42.8% | +32.2% |
| YTD | +31.8% | -21.4% | +53.2% | +40.2% |
| 1Y | +48.2% | -11.0% | +59.2% | +44.5% |
| 3Y | +253.6% | +100.9% | +152.7% | +84.3% |
| 5Y | +99.6% | -14.7% | +114.3% | +62.5% |
| All | +99.6% | -16.4% | +116.0% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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