+105.2%
TQQQ vs SMTC
+122.8%
-17.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | -0.4% |
| 7D | -1.9% | +13.1% | -15.0% | -9.0% |
| 30D | -4.9% | +19.5% | -24.3% | -16.5% |
| 3M | -6.4% | +2.2% | -8.6% | -11.7% |
| 6M | +44.4% | +94.9% | -50.5% | -9.8% |
| YTD | +35.2% | +127.0% | -91.8% | -23.7% |
| 1Y | +49.5% | +174.6% | -125.1% | -26.0% |
| 3Y | +250.7% | +615.9% | -365.2% | -34.7% |
| All | +105.2% | +122.8% | -17.6% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling