+253.5%
TQQQ vs SN
+368.4%
-114.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | +1.3% |
| 7D | +2.8% | -3.4% | +6.2% | +5.1% |
| 30D | -3.0% | -9.1% | +6.0% | +2.8% |
| 3M | -2.7% | +31.8% | -34.5% | -20.0% |
| 6M | +45.4% | +52.0% | -6.6% | +7.4% |
| YTD | +36.3% | +51.3% | -15.0% | +0.2% |
| 1Y | +53.4% | +46.9% | +6.5% | +14.0% |
| All | +253.5% | +368.4% | -114.9% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 3y: compounded portfolio wealth divided by compounded SN 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…
3y analysis · Full analysis span regression · 6 months rolling