+2,802.7%
TQQQ vs SPGI
+291.9%
+2,510.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -0.4% |
| 7D | -3.9% | -8.9% | +5.0% | +10.2% |
| 30D | -5.3% | +0.6% | -5.9% | -7.5% |
| 3M | +0.1% | +2.0% | -1.8% | -10.1% |
| 6M | +40.7% | +0.1% | +40.6% | +26.2% |
| YTD | +31.8% | -16.4% | +48.2% | +50.4% |
| 1Y | +48.2% | -18.9% | +67.2% | +71.2% |
| 3Y | +253.6% | +13.8% | +239.9% | +137.2% |
| 5Y | +99.6% | +0.5% | +99.1% | +90.8% |
| All | +2,802.7% | +291.9% | +2,510.8% | +412.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling