+105.2%
TQQQ vs SMCI
+987.9%
-882.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.3% | -4.7% | +0.1% |
| 7D | -1.9% | +1.3% | -3.2% | -2.4% |
| 30D | -4.9% | +6.6% | -11.5% | -7.1% |
| 3M | -6.4% | +25.4% | -31.8% | -15.2% |
| 6M | +44.4% | +26.1% | +18.3% | +24.2% |
| YTD | +35.2% | +37.0% | -1.8% | +11.6% |
| 1Y | +49.5% | -8.8% | +58.3% | +40.7% |
| 3Y | +250.7% | +44.6% | +206.1% | +85.9% |
| All | +105.2% | +987.9% | -882.7% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling