+250.7%
TQQQ vs SONY
+42.2%
+208.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +0.9% | +1.3% |
| 7D | -1.9% | -2.7% | +0.8% | +0.1% |
| 30D | -4.9% | +1.5% | -6.4% | -6.5% |
| 3M | -6.4% | +13.0% | -19.4% | -17.9% |
| 6M | +44.4% | +11.2% | +33.2% | +28.2% |
| YTD | +35.2% | -6.6% | +41.8% | +40.8% |
| 1Y | +49.5% | -18.1% | +67.6% | +76.7% |
| 3Y | +250.7% | +42.1% | +208.6% | +145.8% |
| All | +250.7% | +42.2% | +208.5% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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