+2,876.9%
TQQQ vs SM
+23.0%
+2,853.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -1.9% | +4.6% | -6.5% | -2.9% |
| 30D | -4.9% | +18.2% | -23.1% | -8.6% |
| 3M | -6.4% | +22.5% | -28.9% | -12.1% |
| 6M | +44.4% | +50.6% | -6.2% | +26.4% |
| YTD | +35.2% | +108.1% | -72.9% | +8.6% |
| 1Y | +49.5% | +46.0% | +3.5% | +30.0% |
| 3Y | +250.7% | +2.9% | +247.8% | +226.9% |
| 5Y | +104.7% | +112.6% | -7.9% | +61.8% |
| All | +2,876.9% | +23.0% | +2,853.9% | +1,560.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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