-10.2%
TQQQ vs SMCI
-39.8%
+29.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -8.5% | -10.4% | -15.7% |
| 7D | -27.1% | -21.3% | -5.8% | -19.9% |
| 30D | -40.1% | -37.7% | -2.4% | -28.6% |
| 3M | -30.6% | -10.7% | -19.9% | -27.6% |
| 6M | -24.8% | -2.7% | -22.1% | -26.1% |
| YTD | -3.7% | -7.5% | +3.8% | -8.1% |
| 1Y | -10.2% | -35.6% | +25.4% | +10.4% |
| All | -10.2% | -39.8% | +29.6% | +10.4% |
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