+34,703.6%
TQQQ vs SMTC
+981.4%
+33,722.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.5% |
| 7D | +2.8% | +22.5% | -19.7% | -12.7% |
| 30D | -3.0% | +24.9% | -27.9% | -21.6% |
| 3M | -2.7% | +4.1% | -6.8% | -12.2% |
| 6M | +45.4% | +92.6% | -47.1% | -23.0% |
| YTD | +36.3% | +122.5% | -86.2% | -36.7% |
| 1Y | +53.4% | +166.2% | -112.8% | -40.1% |
| 3Y | +265.6% | +577.2% | -311.6% | -60.6% |
| 5Y | +101.7% | +119.0% | -17.3% | -33.1% |
| 10Y | +3,054.7% | +527.9% | +2,526.8% | +306.0% |
| All | +34,703.6% | +981.4% | +33,722.2% | +2,145.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling