+12.9%
TQQQ vs SPGI
+3.2%
+9.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.6% | +2.9% |
| 7D | -14.0% | +7.2% | -21.2% | -13.7% |
| 30D | -25.1% | +23.2% | -48.3% | -25.0% |
| 3M | -16.7% | +17.0% | -33.7% | -16.4% |
| 6M | -3.7% | +20.4% | -24.1% | -3.8% |
| YTD | +18.8% | -1.9% | +20.7% | +29.6% |
| 1Y | +12.9% | +2.9% | +10.0% | +27.4% |
| All | +12.9% | +3.2% | +9.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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