+35,000.4%
TQQQ vs SM
+34.1%
+34,966.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -1.2% |
| 7D | +4.4% | -0.2% | +4.5% | +4.3% |
| 30D | -3.1% | +31.5% | -34.6% | -10.2% |
| 3M | -5.2% | +17.3% | -22.5% | -11.0% |
| 6M | +52.4% | +48.5% | +3.9% | +31.4% |
| YTD | +37.4% | +106.3% | -68.8% | +7.5% |
| 1Y | +56.0% | +47.3% | +8.7% | +32.5% |
| 3Y | +268.7% | -1.4% | +270.1% | +244.0% |
| 5Y | +101.2% | +114.0% | -12.8% | +50.4% |
| 10Y | +2,840.4% | +12.5% | +2,827.9% | +1,483.5% |
| All | +35,000.4% | +34.1% | +34,966.2% | +11,377.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling