+12.9%
TQQQ vs SPG
+34.3%
-21.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +3.4% |
| 7D | -14.0% | +8.2% | -22.2% | -12.5% |
| 30D | -25.1% | +13.5% | -38.6% | -23.3% |
| 3M | -16.7% | +2.2% | -18.9% | -15.3% |
| 6M | -3.7% | +15.9% | -19.6% | -6.6% |
| YTD | +18.8% | +27.6% | -8.8% | +12.6% |
| 1Y | +12.9% | +30.9% | -18.0% | +7.5% |
| All | +12.9% | +34.3% | -21.4% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling