+2,876.9%
TQQQ vs SO
+159.0%
+2,717.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.2% | +3.1% |
| 7D | -1.9% | -1.1% | -0.9% | -1.1% |
| 30D | -4.9% | -5.0% | +0.2% | -1.2% |
| 3M | -6.4% | -5.8% | -0.6% | -3.4% |
| 6M | +44.4% | -7.9% | +52.3% | +50.0% |
| YTD | +35.2% | +2.4% | +32.7% | +27.4% |
| 1Y | +49.5% | -2.3% | +51.8% | +44.9% |
| 3Y | +250.7% | +41.9% | +208.8% | +119.7% |
| 5Y | +104.7% | +58.1% | +46.6% | +15.8% |
| All | +2,876.9% | +159.0% | +2,717.9% | +1,280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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