+3,460.6%
TQQQ vs SPMO
+566.1%
+2,894.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +1.1% |
| 7D | -1.9% | -0.9% | -1.0% | +0.6% |
| 30D | -4.9% | -1.9% | -2.9% | +0.1% |
| 3M | -6.4% | -1.4% | -5.0% | -3.2% |
| 6M | +44.4% | +25.5% | +18.9% | -21.9% |
| YTD | +35.2% | +24.8% | +10.3% | -25.1% |
| 1Y | +49.5% | +24.5% | +25.0% | -14.6% |
| 3Y | +250.7% | +157.1% | +93.6% | -66.2% |
| 5Y | +104.7% | +149.5% | -44.8% | -72.7% |
| 10Y | +3,029.5% | +518.1% | +2,511.5% | +36.3% |
| All | +3,460.6% | +566.1% | +2,894.5% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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