+35,000.4%
TQQQ vs SO
+480.8%
+34,519.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -1.1% |
| 7D | +4.4% | +1.0% | +3.3% | +3.4% |
| 30D | -3.1% | -3.2% | +0.1% | -0.5% |
| 3M | -5.2% | -1.7% | -3.5% | -5.5% |
| 6M | +52.4% | -7.2% | +59.6% | +58.1% |
| YTD | +37.4% | +4.6% | +32.9% | +26.4% |
| 1Y | +56.0% | +1.2% | +54.8% | +46.0% |
| 3Y | +268.7% | +45.3% | +223.4% | +118.2% |
| 5Y | +101.2% | +58.7% | +42.5% | +8.8% |
| 10Y | +2,840.4% | +155.9% | +2,684.5% | +918.0% |
| All | +35,000.4% | +480.8% | +34,519.6% | +2,359.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling