+99.6%
TQQQ vs SM
+108.0%
-8.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | -3.9% | +2.1% | -6.1% | -4.7% |
| 30D | -5.3% | +18.1% | -23.4% | -11.1% |
| 3M | +0.1% | +17.0% | -16.8% | -7.8% |
| 6M | +40.7% | +55.4% | -14.8% | +10.4% |
| YTD | +31.8% | +108.6% | -76.8% | -10.7% |
| 1Y | +48.2% | +45.7% | +2.6% | +16.8% |
| 3Y | +253.6% | -0.3% | +253.9% | +209.4% |
| 5Y | +99.6% | +113.0% | -13.4% | +31.3% |
| All | +99.6% | +108.0% | -8.4% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling