+59.2%
TQQQ vs SMCI
-1.7%
+60.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.1% | -1.1% |
| 7D | +0.7% | +6.8% | -6.0% | -1.5% |
| 30D | -0.6% | +30.6% | -31.2% | -10.1% |
| 3M | -14.9% | -15.6% | +0.7% | -12.7% |
| 6M | +44.6% | +21.3% | +23.3% | +25.7% |
| YTD | +37.8% | +35.3% | +2.6% | +13.8% |
| 1Y | +59.2% | -2.7% | +61.9% | +68.0% |
| All | +59.2% | -1.7% | +60.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 1y: compounded portfolio wealth divided by compounded SMCI 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…
1y analysis · Full analysis span regression · 6 months rolling