+33,565.4%
TQQQ vs SMCI
+2,813.5%
+30,751.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.0% | +0.7% | -1.7% |
| 7D | -3.9% | -1.3% | -2.6% | -3.5% |
| 30D | -5.3% | +18.3% | -23.6% | -12.3% |
| 3M | +0.1% | +27.7% | -27.6% | -11.7% |
| 6M | +40.7% | +17.6% | +23.1% | +19.7% |
| YTD | +31.8% | +27.7% | +4.1% | +6.6% |
| 1Y | +48.2% | -14.9% | +63.1% | +40.2% |
| 3Y | +253.6% | +33.2% | +220.4% | +75.1% |
| 5Y | +99.6% | +921.6% | -822.0% | -68.5% |
| 10Y | +2,951.5% | +1,672.4% | +1,279.1% | +229.1% |
| All | +33,565.4% | +2,813.5% | +30,751.9% | +1,931.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling