+242.0%
TQQQ vs SPGI
+13.8%
+228.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -1.8% |
| 7D | -3.9% | -8.9% | +5.0% | +3.3% |
| 30D | -5.3% | +0.6% | -5.9% | -6.4% |
| 3M | +0.1% | +2.0% | -1.8% | -5.0% |
| 6M | +40.7% | +0.1% | +40.6% | +34.3% |
| YTD | +31.8% | -16.4% | +48.2% | +52.9% |
| 1Y | +48.2% | -18.9% | +67.2% | +76.5% |
| All | +242.0% | +13.8% | +228.2% | +164.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling