+35,000.4%
TQQQ vs SPGI
+1,675.7%
+33,324.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +4.3% |
| 7D | +4.4% | -2.5% | +6.8% | +7.7% |
| 30D | -3.1% | +5.4% | -8.5% | -11.2% |
| 3M | -5.2% | +9.0% | -14.2% | -22.1% |
| 6M | +52.4% | +0.8% | +51.6% | +37.0% |
| YTD | +37.4% | -12.6% | +50.0% | +46.1% |
| 1Y | +56.0% | -16.1% | +72.1% | +70.6% |
| 3Y | +268.7% | +19.0% | +249.7% | +148.1% |
| 5Y | +101.2% | +5.1% | +96.2% | +90.1% |
| 10Y | +2,840.4% | +295.5% | +2,544.9% | +481.9% |
| All | +35,000.4% | +1,675.7% | +33,324.7% | +1,099.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling