+2,876.9%
TQQQ vs SPG
+64.5%
+2,812.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -1.9% | -1.2% | -0.8% | -1.2% |
| 30D | -4.9% | -6.1% | +1.3% | -0.9% |
| 3M | -6.4% | -3.6% | -2.8% | -5.2% |
| 6M | +44.4% | +10.4% | +34.0% | +33.0% |
| YTD | +35.2% | +14.4% | +20.8% | +21.1% |
| 1Y | +49.5% | +16.5% | +33.0% | +31.6% |
| 3Y | +250.7% | +106.8% | +143.9% | +119.5% |
| 5Y | +104.7% | +108.9% | -4.2% | +36.4% |
| All | +2,876.9% | +64.5% | +2,812.4% | +2,733.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling