+34,703.6%
TQQQ vs SHW
+1,732.6%
+32,971.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.8% | +1.3% |
| 7D | +2.8% | -3.2% | +6.0% | +7.1% |
| 30D | -3.0% | -11.4% | +8.3% | +12.9% |
| 3M | -2.7% | +3.5% | -6.2% | -9.5% |
| 6M | +45.4% | -3.4% | +48.8% | +45.8% |
| YTD | +36.3% | -0.3% | +36.6% | +29.1% |
| 1Y | +53.4% | -10.4% | +63.8% | +65.3% |
| 3Y | +265.6% | +21.3% | +244.3% | +162.3% |
| 5Y | +101.7% | +12.9% | +88.8% | +64.0% |
| 10Y | +3,054.7% | +284.1% | +2,770.6% | +491.7% |
| All | +34,703.6% | +1,732.6% | +32,971.0% | +646.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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