+2,876.9%
TQQQ vs SMTC
+548.2%
+2,328.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | -1.0% |
| 7D | -1.9% | +13.1% | -15.0% | -10.7% |
| 30D | -4.9% | +19.5% | -24.3% | -19.3% |
| 3M | -6.4% | +2.2% | -8.6% | -13.8% |
| 6M | +44.4% | +94.9% | -50.5% | -21.0% |
| YTD | +35.2% | +127.0% | -91.8% | -35.0% |
| 1Y | +49.5% | +174.6% | -125.1% | -39.4% |
| 3Y | +250.7% | +615.9% | -365.2% | -60.0% |
| 5Y | +104.7% | +125.6% | -20.9% | -22.9% |
| All | +2,876.9% | +548.2% | +2,328.7% | +428.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling