+2,876.9%
TQQQ vs SPGI
+292.2%
+2,584.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -1.9% | -7.4% | +5.5% | +9.8% |
| 30D | -4.9% | +0.4% | -5.2% | -6.7% |
| 3M | -6.4% | +5.3% | -11.7% | -19.6% |
| 6M | +44.4% | +1.7% | +42.7% | +26.4% |
| YTD | +35.2% | -16.4% | +51.5% | +54.1% |
| 1Y | +49.5% | -20.5% | +70.0% | +78.7% |
| 3Y | +250.7% | +14.2% | +236.5% | +133.6% |
| 5Y | +104.7% | +0.6% | +104.1% | +95.4% |
| All | +2,876.9% | +292.2% | +2,584.7% | +425.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling