+12.9%
TQQQ vs SMTC
+70.8%
-57.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -12.9% | +15.7% | +8.7% |
| 7D | -14.0% | -24.5% | +10.5% | -2.5% |
| 30D | -25.1% | -42.5% | +17.3% | -4.6% |
| 3M | -16.7% | -14.1% | -2.6% | -16.5% |
| 6M | -3.7% | +3.6% | -7.3% | -13.1% |
| YTD | +18.8% | +50.6% | -31.8% | -16.3% |
| 1Y | +12.9% | +72.2% | -59.3% | -28.5% |
| All | +12.9% | +70.8% | -57.9% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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