+33,565.4%
TQQQ vs SONY
+294.9%
+33,270.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.6% |
| 7D | -3.9% | -5.8% | +1.9% | +1.6% |
| 30D | -5.3% | -0.4% | -4.9% | -5.5% |
| 3M | +0.1% | +13.3% | -13.2% | -14.2% |
| 6M | +40.7% | +8.5% | +32.2% | +25.3% |
| YTD | +31.8% | -8.1% | +39.9% | +36.9% |
| 1Y | +48.2% | -17.9% | +66.1% | +71.4% |
| 3Y | +253.6% | +41.4% | +212.2% | +139.1% |
| 5Y | +99.6% | +9.3% | +90.3% | +92.8% |
| 10Y | +2,951.5% | +283.0% | +2,668.5% | +1,161.3% |
| All | +33,565.4% | +294.9% | +33,270.5% | +14,671.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling